VETERAN PACE SCORE CARD

VETERAN PACE SCORE CARD Bingo Card
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This bingo card has a free space and 24 words: scheduled a Re -DM, Completed a Re-DM, Call back not ready to schedule yet, Need to work with the broker, Discussed using a platform for OE this year, Discussed offering Group Product, Discussed LIFE for the first time in Re-DM mtg, Used Everwell during an enrollment, Offered AllyHealth, Offered EZ-Shield, Sent Benefit Letter for a OE in Aug,Sept or October, Completed a Re-DM and Open Enrollment, Met with a broker to discuss our platforms for OE, Nominated a person for National Nomination, Went to a Networking event, Got a referral from an employee, scheduled a Re-DM, Completed a Re-DM and improved OE, Discussed Everwell CORE w/ DM, Nominated a person outside of Nat'l Day, Set a NEW DM appt, Activated an Inactive group, Got a Referral from existing acct and Delivered a Service Binder after OE.

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