Follow Up
A systematic and step by step look at what happens after the sale. Designed to bring about client retention and cross selling through value based customer service.
Submit Call
Mutual Pending
Foresters Pending
American Amicable Pending
Corebridge Pending
Aetna Pending (MedSupp/Life/Ancillary)
UHC Pending
Humana Pending
Aetna Pending (Medicare Advantage)
Pending and Approval Call
Frequently Asked Questions After Issue - Ordering Cards
Frequently Asked Questions After Issue - Billing
Scheduling Reviews