Blueprints
Information Flow/Oracle EOI and Broker coordination Advance client priorities Reconcile employee selection with payroll deductions Continuous Client Support EOI IT consulting Manage and direct information flow Broker Receive Data from Information System Carrier Receive Data from Information System Client Receive Data from Information System Information System: Leverage technology to expedite information... Counselors: Ability to communicate to 24 EEs per day 1.... Communications: Multi-faceted communication campaign... PIM: Paperwork signed Carrier product... IT: Develop tech strategy and gather data required for ideal... Production Mgmt: Select counselor team Create product... Selection of the correct enrollment system or Bridge to Client... Marketing: Market EOI Process: 1. Meeting with all EEs 2.... EOI and Broker coordination Marketing: Find ideal clients: 1. Cooperation with EOI... Enrollment