C&B Summer Internship
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Transcript of C&B Summer Internship
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C&B Summer Internship
8/02/13
Gavin Blasczyk
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Objectives Kick Start SEL recruiting event SalesForce improvement Recommendations Value Added Personal development Questions
Agenda
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Madison Self Funded Campaign
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Objective 1
Identify employers in Madison area with fully insured plans that we should discuss the topic of moving to a Self Funded Plan.
Created a list of Customers, Prospects, and Suspects MiEdge Calling Wisconsin clients Clarification
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Objective 2
Identify what important data we would like to know on these accounts. Update the appropriate systems with new information.
Data Expiration date Carrier Broker Relationship with broker # of employees on the plan Name of decision maker
Process Calls SalesForce
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Objective 3
Work with other benefits interns in developing all tools surrounding the companies Health Care Reform project.
Tools Learning PPACA PowerPoint Kick Start
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Kick Start
Purpose: Kick Start is a program designed to reduce stress and eliminate the transition period of going from new hire to active employee.
What it entails
PPACA PowerPoint
Call Scripts/Flowchart
Print Outs
SalesForce Campaigns
Deliverables
Using Kick Start
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PPACA PowerPoint
Importance Essentials Confidence Time
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Call Scripts/Flowchart
Scripts Benefits Agribusiness Transportation
Flowchart Benefits
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Print Outs
Self Funding Vs. Fully Insured
Company Facts
Contacts
Resources
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Deliverables
Annual Report
Scorecard
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SalesForce Campaigns
Call List: Madison 2014
Call List: Appleton 2014
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Starting Point
Using Kick Start Where to start How to use the folder Steps to Success
Table of Contents Organization
Creation Kick Start Overview
Kick Start
Kick Start - Shortcut.lnk
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Objective 4
Along with Matt, input data for Wisconsin benefits clients into the health care reform scorecard.
Pay or Play scorecard Learned Reached out
Suggestion – Make it specific to the mentor
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Set 15 Quality Appointments Set Appointments with…
Grant Regional Health Center Wenthe-Davidson Engineering Steinhafels Bielinski Homes Straight Shot express Pine Hills Trucking ARC Respite Center Inland Power Group Kunes Country Ford Harris Ace Hardware Macco’s Floor Covering Center Northeast Iowa Community College Metropolitan medical laboratory Cooperative Educational Service Agency #1 (CESA1) Rock Valley Physical Therapy Moline School District 40 MI-T-M
Objective 5
Seminar Calls Eau Caire Quad Cities
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Return On Investment
Population Data
Average Employees 195
Projected New Clients 4
Average Revenue Brought In per Group $33,000.00
Total Expected Revenue $132,000.00
Investment $7,500.00
Return after Investment $124,500.00
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Objective 6
Attend 8 new business appointments
1. Palmer Johnson Power Systems – Chadwick
2. Straight Shot Express – Dickinson
3. Bielinski Homes – Chadwick
4. Midwest Harness – Gutzman
5. Friendship Manor– Dickinson
6. Metropolitan Medical Laboratory – Dickinson
7. Milksource - Gutzman
8. MI-T-M – Dickinson
9. Northeast Iowa Community College - Dickinson
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SEL Recruiting Event
Sales and Executive Leadership Leadership Role Function Worked with Tory Intelligent Sales Students November 6th
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Improving SalesForce
Problem: Not everyone logs calls
Solution: Have SalesForce do it automatically
Link phone, computer, and SalesForce
Automatic call logging
Click to dial
Automatic list calling
Pop up caller ID
Best options:
1. Cisco CallConnector
2. Dialsource
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Continue enforcing logging information on SalesForce
Have mentor create the project Weekly meetings with Mentors
Recommendations
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Value Added
17 quality appointments that paid for my internship A recruiting event that will market C&B positively and acquire
intelligent employees A list of who to target for self funding Kick Start New options for efficiency with SalesForce
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Personal Development
First formal job Self-management People are looking to help
Persistence / dealing with rejection How to communicate with business professionals Knowledge of insurance
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Wrap up
Great experience
Next summer
Full-time employment
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Questions?