This is a video guide of the Smarter Benefits website, training per-requisites, and helpful "getting started" tidbits. You will need full access to the Smarter Benefits website before you use this video.
This is a sample of the proposal agents receive prior to closing the case. The proposal consists of two documents – the cover sheet and employee worksheet. Note the additional information added to the worksheet (at bottom) for training purposes.
This is your initial prospecting brochure. Watch the video on using this brochure to introduce Smartflex.
The Smartflex Brochure works best when printed and handed to the employer. As their agent, you then walk them through the brochure.
Your goal with this brochure is NOT to close the business, but to book a webinar with Janet Michel.
When you have a submitted case, once we finish the census, you will receive a proposal and worksheet.
The proposal is where you "close" the case. This will show their savings and each employee's individual flex allowance.
This is a sample for you to use with the training video below.