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Client Communication
MEDICARE
Initial Contact Made (MEDICARE)
Sends A Welcome Email With Invite To Schedule A Strategy Session
Strategy Session Completed (Consulting Accepted)
Sends Follow Up and Request for Detailed Information
Strategy Session Completed (Consulting Declined)
Sends "Thank You" With Downsell Opportunity)
Research Completed
Sends invitation To Schedule Recommendation Meetinig
Medicare Application Completed
Sends Client Confirmation Email and Share File Link
HEALTH INSURANCE
Initial Contact Made (Health Insurance)
Sends A Welcome Email With Invite To Schedule A Strategy Session
Strategy Session Completed
Sends Follow Up and Request for Detailed Information
(CONSULTING DECLINED)
MEDICARE
Research Completed
MEDICARE
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Financial
Consulting
Referral Bonuses
Affiliate Program
Alliance Insurance & Consulting
1603 East 19th Street, Suite 103, Edmond, OK 73013
(405) 286-0882
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