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Process Pack: Insurance Receptionist: Phone Greeting, Transferring & Screening Process
Course Introduction
Welcome - Course Intro/ Overview (2:05)
A Few Notes From Our Attorney
About the Instructor (1:10)
What You Will Learn In This Course (2:39)
Download Your Resources
Building Your Process
Process Overview (5:58)
Process Set Up Questions (4:23)
Process Document (4:09)
Training Your Team On The Process
Introduction (1:43)
2 Phone Greeting Options (2:40)
Warm Call Transfer (3:25)
Voicemail Transfer With Expectations (3:29)
Identifying the Best Person (Not Necessarily The Person The Caller Is Requesting) (4:11)
Screening A Sales Call (2:33)
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Identifying the Best Person (Not Necessarily The Person The Caller Is Requesting)
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