| Group Sales FAQ's
(Updated 07/02/07) |
This is a list of the most
frequently asked questions regarding employer
groups. |
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| Engagement Agreement
(Updated 08/07/07) |
Use this form when
registering a new prospect with the group
division. |
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| Group Certificate |
Group Sales Certificate -
Once you have completed the Home Study Course and
successfully passed the exam with an 80% or higher
score, fax the exam to the Group Division. Then
open this file, fill in your name
and date in the appropriate areas, then print
the certificate. |
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| Group Policy &
Procedures |
Group Division Policy &
Procedures - This policy is effective 06/01/06 |
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| Program Analysis -
DVPC (Updated
07/02/07) |
Use this form when doing an
analysis of different discount programs to
AmeriPlan® programs. |
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| Program Analysis 2 -
DVPC (Updated
07/02/07) |
Use this form when doing an
analysis of insurance plans to AmeriPlan®
programs. |
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| Program Analysis -
Health (Updated
10/08/07) |
Use this form when doing an
analysis of discount health programs. |
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| Individual Application -
Group (Updated
07/02/07) |
Use this for the individuals
signing up within a group. |
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| Employer Acceptance
Letter (Updated
07/02/07) |
Complete this form with
company information for new group business. |
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| IBO Letter of Record
(Updated 07/02/07) |
Use this form for completing
the new prospect 6 month protection. |
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| Group Administrator's
Manual |
This is for IBO information
purposes ONLY. Do not distribute. |
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| Criteria for Group
Involvement |
This form is a checklist of
criteria that must be met before the Group Division
will become involved with assisting IBOs with
prospective groups. |
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| Submitting a New Group-The
Paperwork |
Use this checklist to ensure
you have completed all of the necessary paperwork
before submitting a new group. |
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| Prospecting List |
Use this form to keep track
of the businesses you want to, or have already
contacted. |
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| Prospect Registration
Form (New
08/07/07) |
Use this form to register a
group prospect and protect your status as the
exclusive IBO. |
Click Here |
