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?