Hot Leads Reporting

What does TelAffects do with each type of user within the Hot Leads Report

Benefit Admin - Sent (Campaign: TelAffects Hot Leads)

Steps to Perform

1.) Read Comments about Broker field 

2.) Determine if it is a Prospect, Current Client, or Member

  • Prospect: a person looking for a quote or more information about EyeMed.
  • Current Client: a person looking for information about their group, and wanting to speak to their assigned Account Manager.
  • Member: a person looking for answers to a personal issue.


Current Client

Call to verify information and that they are a current client.

If they're a current contact, and assigned to an Account Manager, create a task to the Account Manger.

If they're a current client and a lead, send a Salesforce task to Tori Fitzsimmons  ([email protected]), and adjust Salesforce Lead Status to: TelAffects Qualified.

If they are not a current client,

Prospect 

Call the prospect, and confirm their information, and that they are interested in EyeMed. 

If they are interested: Create a Salesforce Task to Sales Rep. and if they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified

If they are interested, but not ready to speak to a Sales Rep: Assign the prospect to the Nurture Campaign. and adjust Salesforce Lead Status to: Contacted


 



Member

TBD

Broker- Sent (Campaign: TelAffects Hot Leads)

Steps to Perform

1.) Read Comments about Broker field 

2.) Determine if it is a Prospect, Current Client, Member, or have Commission questions

  • Prospect: a broker looking for a quote or more information about EyeMed for their group.
  • Current Client: a broker looking for information about their group, and wanting to speak to their assigned Account Manager.
  • Member: a person looking for answers to a personal issue
  • Commission questions: a broker asking questions about commissions

Current Client

Call the broker, and verify their information and confirm they are a current client

Current Client - Broker of Record Change (B.O.R): Send email with all information to [email protected]  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

Current Client - Online Group Management: Send a Salesforce task and collected information to Tori Fitzsimmons  ([email protected]).  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

If they are not a current client, then match them to the appropriate role and follow through with actions.

Prospect 

Call the broker, and verify their information, and that they are interested in EyeMed. 

If they are interested:  Create a Salesforce Task to Sales Rep.  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

If they are interested, but not ready to speak to a Sales Rep: Assign the prospect to the Nurture Campaign.  If it is a lead, change Salesforce Lead Status to: Contacted.  


Member

TBD

Commission Questions

Send email with all information to [email protected]  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified.

Future Client - Sent (Campaign: EyeMed Portal Contact-Us)

Steps to Perform

1.) Read Comments about Broker field 

2.) Determine if it is a Future Client, a Broker of a Future Client, a Member, an Individual looking for individual insurance, 

  • Future Client: a person looking for more information about their group
  • Broker of a Future Client: a broker looking for more information about their group
  • Member: a person looking for answers to a personal issue
  • Individual: a person looking for vision benefits for themselves or their family only

Future Client

Call to verify information and that they are a future client.

If they're a future client and a current contact, and assigned to an Account Manager, create a task to the Account Manger.

If they're a future client and a lead, send a Salesforce task to Tori Fitzsimmons  ([email protected])

Not a future client: Determine if it is a Broker, Benefit Administrator, Member, Provider, Future Client, Individual, or a Commission question, and go to the appropriate section for EyeMed Portal Contact-Us campaigns for steps to perform.


Broker of a Future Client

Call to verify information and that their client is a future client.

If their client is a future client, send a Salesforce task to Tori Fitzsimmons  ([email protected])

Not a future client: Determine if it is a Broker, Benefit Administrator, Member, Provider, Future Client, Individual, or a Commission question, and go to the appropriate section for EyeMed Portal Contact-Us campaigns for steps to perform.

Member

Direct member to log-in to member web at: eyemedvisioncare.com/memberor to contact the call center at 1-866-9EYEMED

Individual 

If they are a person looking for individual/family insurance send information to [email protected] with a note asking them to respond to this individual insurance inquiry.

Broker - Rep Call (Campaign: EyeMed Portal Contact-Us)

Steps to Perform

1.) Read Comments about Broker field 

2.) Determine if it is a Prospect, Current Client, Member, or have Commission questions

  • Prospect: a broker looking for a quote or more information about EyeMed for their group.
  • Current Client: a broker looking for information about their group, and wanting to speak to their assigned Account Manager.
  • Member: a person looking for answers to a personal issue
  • Commission questions: a broker asking questions about commissions 

Current Client

Call the broker, and verify their information and confirm they are a current client

Current Client - Broker of Record Change (B.O.R): Send a Salesforce task and collected information to Tori Fitzsimmons ([email protected]). If they are a lead, adjust Salesforce Lead Status to TelAffects Qualified.

Current Client - Online Group Management: Send a Salesforce task and collected information to Tori Fitzsimmons  ([email protected]).  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

Not a Current Client: Match them to the appropriate role and follow through with actions.

Prospect 

Call the broker, and verify their information, and that they are interested in EyeMed. 

If they are interested:  Create a Salesforce Task to Sales Rep.  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

If they are interested, but not ready to speak to a Sales Rep: Check the "Add to Lead Series 1" box and update the Telaffects Influenced field to "true" 

Member

Direct member to log-in to member web at: eyemedvisioncare.com/memberor to contact the call center at 1-866-9EYEMED

Commission Questions

Send email with all information to [email protected]  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified.

Benefit Admin - Rep Call (Campaign: EyeMed Portal Contact-Us)

Steps to Perform

1.) Read Comments about Broker field 

2.) Determine if it is a Prospect, Current Client, or Member

  • Prospect: a person looking for a quote or more information about EyeMed.
  • Current Client: a person looking for information about their group, and wanting to speak to their assigned Account Manager.
  • Member: a person looking for answers to a personal issue.

Current Client

Call to verify information and that they are a current client.

If they're a current contact, and assigned to an Account Manager, create a task to the Account Manger.

If they're a current client and a lead, send a Salesforce task to Tori Fitzsimmons  ([email protected]), and adjust Salesforce Lead Status to: TelAffects Qualified.

Not a Current Client: Match them to the appropriate role and follow through with actions.

Prospect 

Call the prospect, and confirm their information, and that they are interested in EyeMed. 

If they are interested: Create a Salesforce Task to Sales Rep. and if they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified

If they are interested, but not ready to speak to a Sales Rep: Check the "Add to Lead Series 1" box and update the Telaffects Influenced field to "true" 


Member

Direct member to log-in to member web at: eyemedvisioncare.com/memberor to contact the call center at 1-866-9EYEMED

Other - Sent (Campaign: EyeMed Portal Contact-Us)

Steps to Perform

1.) Read Comments about Broker field 

2.) Determine if it is a Broker, Benefit Administrator, Member, Provider, Future Client, Individual, or a Commission question.

3.) Once determination is made, go to the appropriate section for EyeMed Portal Contact-Us campaigns for steps to perform.

Benefits Admin - Rep Call (Campaign: Why EyeMed Small Business)

Steps to Perform, if rep call and benefit administrator are selected.

1.) Read Comments about Broker field 

2.) Determine if incoming person is a Prospect, Current Client, or Member

  • Prospect: a benefit administrator/decision maker looking for a quote or more information about EyeMed for their company.
  • Current Client: a benefit administrator/HR representative looking for information about their group, and/or wanting to speak to their assigned Account Manager.
  • Member: a person with questions about their personal EyeMed benefits. 

Current Client

Call to verify information and that they are a current client.

If they're a current contact, and assigned to an Account Manager, create a task for the Account Manger.

If they're a current client and a lead, create a Salesforce task for Tori Fitzsimmons, and adjust Salesforce Lead Status to: TelAffects Qualified.

If they are not a current client, or a prospect/lead send them to the Call Center.


Prospect 

Call to verify information, and that they are interested in EyeMed. 

If interested in EyeMed and a contact: Create a Salesforce Task for sales rep.

If interested in EyeMed and a lead: Create a Salesforce task for sales rep, and adjust Salesforce Lead Status to: TelAffects Qualified

If they are interested, but not ready to speak to a Sales Rep: Check the "Add to Lead Series 1" box and update the Telaffects Influenced field to "true" 

Member

Direct member to log-in to member web at: eyemedvisioncare.com/memberor to contact the call center at 1-866-9EYEMED

Broker - Rep Call (Campaign: Why EyeMed Small Business)

Steps to perform, if rep call and benefit administrator are selected.

1.) Read Comments about Broker field 

2.) Determine if incoming person is a Prospect, Current Client, Member, or have Commission questions

  • Prospect: a broker looking for a quote or more information about EyeMed for their group.
  • Current Client: a broker looking for information about their group, and wanting to speak to their assigned Account Manager.
  • Member: a person looking for answers to a personal issue
  • Commission questions: a broker asking questions about commissions 


Current Client

Call the broker, verify broker and current client information.

Current Client - Broker of Record Change (B.O.R): Create a Salesforce task to Tori Fitzsimmons. If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

Current Client - Online Group Management:  Create a Salesforce task for Tori Fitzsimmons.  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

Not a future client: Determine if it is a Broker, Benefit Administrator, Member, Provider, Future Client, Individual, or a Commission question, and go to the appropriate section for EyeMed Portal Contact-Us campaigns for steps to perform.

Prospect 

Call the broker, verify their information, and that they are interested in EyeMed. 

If they are interested:  Create a Salesforce Task for the sales rep.  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified. 

If they are interested, but not ready to speak to a Sales Rep: Check the "Add to Lead Series 1" box and update the Telaffects Influenced field to "true" 

Member

Direct member to log-in to member web at: eyemedvisioncare.com/memberor to contact the call center at 1-866-9EYEMED

Commission Questions

Send email with all information to [email protected]  If they are a lead, adjust Salesforce Lead Status to: TelAffects Qualified.