Task sequence exercise
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Task sequence exercise Imagine an account with a 1/1 effective date that will enroll in December with 20 employees. [email protected] | fmyi.com/bob | 888.369.4266 ext. 1 | FMYI [for my innovation] Task Name Email Reminder Days to Complete Due Date Name of task Want it? Select email date Days before due Select date due 1. DSC/Assoc Pre OE Strategy * Form: BoB One-Pager * Yes / No 9/15 30 Days 10/15 2. Schedule ER Meeting check box Yes / No 10/17 14 Days 11/1 3. Conduct Enrollment check box Yes / No 11/20 30 Days 12/20 4. Post Enrollment Review, Referrals, Results *Form: Post Results * Yes / No 12/25 3 Days 12/28 5. Billing review check box Yes / No 1/21 7 Days 1/28 6. Mid-Year Consult check box Yes / No 7/7 30 Days 8/7 • What email reminders would help you? Name the task, select reminder date, and how long it’ll take to complete. • Agents will get one email per task per month which lists ALL the account due that month for that task. • Tip: Select a different “Date” for each task so when agents won’t get more than one email per day. will automatically recalculate tasks for each month when assigned (Admin does 5 clicks after BoB import to assign) V0141
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Task sequence exercise Imagine an account with a 1/1 effective date that will enroll in December with 20 employees. What email reminders would help you? Name the task, select reminder date, and how long it’ll take to complete. - PowerPoint PPT Presentation
Transcript of Task sequence exercise
Task sequence exerciseImagine an account with a 1/1 effective date that will enroll in December with 20 employees.
[email protected] | fmyi.com/bob | 888.369.4266 ext. 1 | FMYI [for my innovation]
Task
NameEmail
ReminderDays to
Complete
Due
Date Name of task Want it? Select email date Days before due Select date due
1. DSC/Assoc Pre OE Strategy * Form: BoB One-Pager *
Yes / No9/15
30 Days 10/15
2. Schedule ER Meeting check box
Yes / No10/17
14 Days 11/1
3. Conduct Enrollment check box
Yes / No11/20
30 Days 12/20
4. Post Enrollment Review, Referrals, Results *Form: Post Results *
Yes / No12/25
3 Days 12/28
5. Billing review check box
Yes / No1/21
7 Days 1/28
6. Mid-Year Consult check box
Yes / No7/7
30 Days 8/7
• What email reminders would help you? Name the task, select reminder date, and how long it’ll take to complete.• Agents will get one email per task per month which lists ALL the account due that month for that task. • Tip: Select a different “Date” for each task so when agents won’t get more than one email per day.
System will automatically recalculate tasks for each month when assigned (Admin does 5 clicks after BoB import to assign)
V0141
AgentView plan for all or each agent
TimeKnow what to do now and then
OverdueExpands to show due and overdue
✓
ListOrganize and access opportunities
Upcoming
Completed
Overdue
Completed
Overdue
Upcoming
CompletedCompleted
14
6
Upcoming
Upcoming
Your personalized task dashboardOn the homepage manage the task sequence for each agent with powerful filters to prioritize their efforts.
[email protected] | fmyi.com/bob | 888.369.4266 ext. 1 | FMYI [for my innovation] V0141
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