WOW would like to wish you and yours the merriest of holidays.
WOW will be open on Monday December 24th from 8 a.m. to 2 p.m. Closed on Christmas Day and resuming normal business hours on Wednesday the 26th. New Year’s Eve we will be open from 8 a.m. to 2 p.m. Closed on New Year’s Day.
We resume back to normal business hours on January 2nd 2 p.m.
GOAL SETTING
The best time of the year to set your goals for 2019 is between now and January 1st. There are many goal setting processes, and if you already are using written goals that’s great. If you don’t have written goals, one of the best places to start is the SMART system.
Here’s an outline you can print out for your SMART goals for 2019. (adapted from smartsheet.com)
S.M.A.R.T. Goals Template
This S.M.A.R.T. worksheet is designed to help you identify if what you want to achieve is realistic and determine a deadline. When writing S.M.A.R.T. Goals use short simple language. These are designed to help you succeed, so be positive when answering the questions.
Initial Goal (Write the goal you have in mind):
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1. Specific (What do you want to accomplish? Who needs to be included? When do you want to do this? Why is this a goal?)
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2. Measurable (How can you measure progress and know if you’ve successfully met your goal?):
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3. Achievable (Do you have the skills required to achieve the goal? If not, can you obtain them? What is the motivation for this goal? Is the amount of effort required on par with what the goal will achieve?):
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4. Relevant (Why am I setting this goal now? Is it aligned with overall objectives?):
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5. Time-bound (What’s the deadline and is it realistic?):
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S.M.A.R.T. Goal (Review what you have written, and craft a new goal statement based on what the answers to the questions above have revealed):
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Fast-track training
We’ve had a number of new agents join us very recently. To help these agents get up to speed as quickly as possible, and to help some of our veteran while agents that want more training, we have done three Fast-Track training sessions.
Aliera Fast-Track Training (do this first)
The Vault Fast-Track Training (do this second)
Virtual Call Center Fast-Track Training (do this third)
Click here for the trainings. The fast-track training videos are in top 3 in the featured video section.
Leaderboard
UPCOMING WEBINARS
WEDNESDAY, DECEMBER 26 AT 7 PM PST
4 ALIERA PRODUCTS: INTERIMCARE,
ALIERACARE VALUE, PLUS AND PREMIUM
Join our Aliera Sales Rep, Christopher Lewis, for a deep-dive on the 3 most popular Aliera products: AlieraCare Value, AlieraCare Plus and AlieraCare Premium. As a special bonus, we will do a deep-dive on Aliera’s short-term medical plan, InterimCare – the only Short-Term Medical plan you can sell in California!
SATURDAY, DECEMBER 29 AT 10 AM PST
ALIERA GROUP INSURANCE PRODUCTS FOR EMPLOYER COVERAGE
Aliera also offers group medical INSURANCE plans that are just as competitive as their individual products. Learn about their MEC plan with premiums as low as $69 per month with the only requirement that 3 employees enroll. They also have a self-funded MEC plan for groups with 25 enrollees and a Self-Funded Qualified Health Plan with premiums that are 30% lower than traditional group plans.
MONDAYS, WEDNESDAYS & SATURDAYS AT 2PM PST | 5PM PST
FAST-TRACK WEBINAR SERIES
With our FAST-TRACK webinars on Mondays, Wednesdays, and Saturdays every week,
you get the down and dirty training to get you up to speed and selling like a rock-star.
FAST-TRACK: WEDNESDAY, JANUARY 2 AT 2 PM PST/5 PM EST
THE SALES PROCESS: FAST-TRACK TRAINING
We will review each step of the sales process including the sales scripts for inbound and outbound calls, fact-finding and the anatomy of a sale.
FAST-TRACK: SATURDAY, JANUARY 5 AT 2 PM PST / 5 PM EST
NEW YORK SUPPLEMENTAL PRODUCTS
If you’re selling in New York, there’s only a handful of supplemental products available. Two of the best products to cross-sell in New York are VBA’s Accident Plan and Mutual of Omaha’s Critical Illness. Learn everything you to need to know to start selling today.
FAST-TRACK: MONDAY, JANUARY 7 AT 2 PM PST / 5 PM EST
HOW TO CROSS-SELL
Double your commissions on each sale by learning how to sell 2 additional policies to every client by following our simple sales script. Learn why every client you sell MUST buy critical illness insurance and how to sell dental and vision to 50% of new clients.
FAST-TRACK: WEDNESDAY, JANUARY 9 AT 2 PM PST / 5 PM EST
CRITICAL ILLNESS PRODUCTS
Learn about our guaranteed acceptance Critical Illness products from UBA and USA+ and simplified issue Washington National. You’ll learn about the pro’s and con’s of each and when to sell.
FAST-TRACK: SATURDAY, JANUARY 12 AT 2 PM PST / 5 PM EST
DENTAL AND VISION
Learn about our dental and vision products that include USA+ and Trinity HealthShare and more. Learn the pros and cons of each and how to position the sale.
wowquoter.com updated!
Wowquoter.com has been updated with the most recent Washington National rates.
You can now quote Washington National Active Care for $5,000 lump-sum, $10,000 lump-sum, $20,000 lump-sum, $30,000 lump-sum, $40,000 lump-sum and more… check it out.
fast and easy screen sharing
We’ve been using a very simple to use screen sharing program that requires no software to download and allows your client to view your screen without entering anything.
It’s only $149 a year, and it’s the easiest screen share program we’ve come across. You even get your own custom branded URL. Highly recommended.