ShallHelp Chat Forum : Welcome to the Chat Forum! Chat sessions are automatically erased every 60 minutes. Just select the REFRESH link above to go to the latest chat session. We are glad you are here! BruteSquad : Helloooooo CrisW :Hey BruteSquad : Whatup? CrisW : I test drove several plugins yesterday and found one that I’ve test driven. BruteSquad : For appointments? CrisW :Yes BruteSquad :Are you changing AGDT’s as well? CrisW : I will keep that as is for now. It’s for a specific use case. CrisW :That’s for Tech projects. CrisW :It’s not broke so I am not fixing it. BruteSquad :I’ll make the Session Blog Post. CrisW :Cool, thanks. For today we can test drive the actual emails that go out when a schedule is booked.
Lessons learned from the plugins I tested yesterday.
1) Do it one by one, if it’s like a “bait and switch” deal (advertising “free” and then when you actually download and activate it, the functionalities just aren’t even useful unless you buy. So my thinking is,, why not just create a demo site and then PUT YOUR PRICE so those who have test driven it WILL buy, if it’s useful to them?
2) I test drove about 6 different software, who are all SaaS, that weren’t disclosed initially. I dislike bait and switchers. So deleted them all.
3) I might have to develop another software snippet to address that specific use case.
This type of workflow makes sense so that the Licensed Professional can have ample time to research the best policy for the client that is suitable for their age, weight, health status.
Shows ok on Chrome. The “Noreply” email shows and it’s good that the word Website is in the from (so it shows it’s an automated email). Email sent looks good. Shows nicely on MS.
The Customer Dashboard still shows as Protected. I guess it’s ok to make that public too.
Removed the password. I kept it private while I was testing.
Brute.-I just checked this on Firefox on my phone – it displays ok. When was the last time you updated your FF?
I also checked on my iphone – with Firefox, looking ok. Con is right, might be your FF version that needs updating. Also, on the questionnaire form, I put metadata there (to prevent form spam), and also so that the one doing the requesting knows it WILL take time for the LP to research those quotes.
Suggestions:
1) Do a Mind Map of the process.
2) Update top menus for insurance.
3) Just put the tech stuff at the bottom menus.
4) Put a donate button for pizza. (Since you have all the insurance related stuff for free!)
Con,
5. I was also thinking/considering the same. However, it might distract from the request for quotes. Tech projects cost money, and the request for insurance quote are all free. If I put the Tech billable hours here, I would have to also connect it with our payment gateway. So I don’t want to get that on here “live” payment gateway to avoid user errors. I kept the contact form here for the Tech projects that go to AGDT. Better to keep it separate for now.
6. Ticket system for an insurance website is not so useful, in my opinion because clients can always call their agents, and also most of their policy questions are handled by the insurance company and there is a 1800 # for that. Ticket System is useful for tech sites like AGDT or other websites. With Insurance, contracted with 11 different BIG AM Best Companies. the challenge is to have “ready documents or webpages to send people to, so that the BIG sized documents does not clog up our email servers (even hosting companies have limits on how much digital storage we can have).
#4 – donate button for pizza! I agree! (Also my comments went to moderation)
Okay, I ALSO added the Tech Project billable hours (I only separated it for a couple of days and a lot of software test-driving) We still have AGDT, but for insurance related tech, there’s a market for that too… check it out here:
Updated: Added Tech Projects there’s demand for it, because how about those who are not techie who are not able to do stuff on their website like:
I spoke to a partner Carrier / Company yesterday, some of these regulations make it difficult to sell especially when it takes them more than a month to respond. I bought/sold one policy that the underwriter seems to be sitting on as it was submitted 10 days ago and still, there’s crickets.
If an LP has a quick question for a prospect who is in a Face to Face meeting, and I dial the 1800 number and wait for 30 minutes for someone from partner support to respond, that’s why I would have to generate my own web-based tools so I can quickly get answers for prospects.
Anyway, so we will see if that all works out. (I still chuckle that one of my demo websites sold $600 of products without paid ads! Of course I refunded, but it was a thought that crossed my mind. If an independent broker is dependent on too much regulation, or vendors, are they truly independent?
Anyway, so THERE, I added the Tech part on the scheduler. 🙂
Also, can you change my email to outlook? So I can test properly? (And don’t forget to switch it back to my SH email.
Yes, That’s why I don’t want to use it anymore. When MS bought skype, and since we’ve used it for Skype Business before, VAs who log in got those auto-download contacts stuff, so imagine 5 different people with all their contacts on their phones uploaded downloaded synced to the systems, it’s like whuwatttttttt!!!!! The data cleanup was horrendous. Anyway, for developers and testers, it’s just easier to just use other emails for testing purposes.
I think testing for the SH Schedule a Call is done.
Both the Manager and the Assigned Agent gets an email notificatiion. I also programmed it for the status to be set to approve, rather than “pending” because I’ve noticed while testing last night and early today that if the status is set to a default of “pending” – there is a big probability that it will still show as OPEN to others. So automatically approving the schedule locks it in for the specific customer. (I wish hotels and airlines did that to avoid “overbooking”.
Whoever clicks first gets the time slot. 🙂
I also put in about 15 minutes buffer after each appointment (for the benefit of little breaks to step away from the computer, for the Licensed Professional that is).
For those people who put on you tube that they can process applications in about 30 minutes?
I processed an IUL Application last week which took about 1 hour and 45 minutes. (On just the application), because there was a surprise question about EXACT DATE when you last saw your doctor. (I mean who would remember that?!!!!). So anyway, it’s good it was for a Project Mission Trip Contract so the doctor had to sign and write their address and date everything – health clearance – good to go. There is one carrier that I’m contracted with that does a Physician Statement for all their policies. Others have the non-medical, yes and no questions. Others have full underwriting. So it really is not a one size fits all type of policy for everybody.
Anyway, add to that IUL policy research, the amount of time studying and allocating funding, and creating different illustrations for Option A and B (Level or Increasing?), or doing comparisons between Cash Accumulation strategies for those who pay monthly or yearly premiums. What I found was, if a client has the money to pay a yearly premium for an IUL, then the more can that client put in the Index Fund allocations, the issue of compounding interest would work. However, for budgeting purposes, monthly is okay too, for as long as premiums are paid (just like in any type of insurance), then coverage is in place.
But I think having this Scheduling App here too will help in processing requests for quotes and then also scheduling the follow ups and for other inquiries. Thanks for helping! 🙂 .
ShallHelp Chat Forum : Welcome to the Chat Forum! Chat sessions are automatically erased every 60 minutes. Just select the REFRESH link above to go to the latest chat session. We are glad you are here!
BruteSquad : Helloooooo
CrisW :Hey
BruteSquad : Whatup?
CrisW : I test drove several plugins yesterday and found one that I’ve test driven.
BruteSquad : For appointments?
CrisW :Yes
BruteSquad :Are you changing AGDT’s as well?
CrisW : I will keep that as is for now. It’s for a specific use case.
CrisW :That’s for Tech projects.
CrisW :It’s not broke so I am not fixing it.
BruteSquad :I’ll make the Session Blog Post.
CrisW :Cool, thanks. For today we can test drive the actual emails that go out when a schedule is booked.
Lessons learned from the plugins I tested yesterday.
1) Do it one by one, if it’s like a “bait and switch” deal (advertising “free” and then when you actually download and activate it, the functionalities just aren’t even useful unless you buy. So my thinking is,, why not just create a demo site and then PUT YOUR PRICE so those who have test driven it WILL buy, if it’s useful to them?
2) I test drove about 6 different software, who are all SaaS, that weren’t disclosed initially. I dislike bait and switchers. So deleted them all.
3) I might have to develop another software snippet to address that specific use case.
Here’s what I finished yesterday, up to the wee hours of this morning.
https://www.shallhelp.com/schedule-a-call/
Let’s test drive it.
I’ll add pictures to it later
I just added a copyrighted picture in there.
Also added Smiley pic on the Agent. We work happy 🙂
So the Workflow is
1) They have to go to the Quote Page first and then answer the questionnaire at:
https://www.shallhelp.com/quote/
and
https://www.shallhelp.com/begin/
2) After they’ve completed that, they can go ahead and schedule the call at:
https://www.shallhelp.com/schedule-a-call/
This type of workflow makes sense so that the Licensed Professional can have ample time to research the best policy for the client that is suitable for their age, weight, health status.
Not showing up on Firefox
Shows ok on Chrome. The “Noreply” email shows and it’s good that the word Website is in the from (so it shows it’s an automated email). Email sent looks good. Shows nicely on MS.
The Customer Dashboard still shows as Protected. I guess it’s ok to make that public too.
Removed the password. I kept it private while I was testing.
Brute.-I just checked this on Firefox on my phone – it displays ok. When was the last time you updated your FF?
I also checked on my iphone – with Firefox, looking ok. Con is right, might be your FF version that needs updating. Also, on the questionnaire form, I put metadata there (to prevent form spam), and also so that the one doing the requesting knows it WILL take time for the LP to research those quotes.
Suggestions:
1) Do a Mind Map of the process.
2) Update top menus for insurance.
3) Just put the tech stuff at the bottom menus.
4) Put a donate button for pizza. (Since you have all the insurance related stuff for free!)
1) Sounds good later. Words are useful too. Like Click HERE. 🙂
2) Good suggestions. 2 and 3 are done!
4) Maybe later. Not today. 🙂
Additional suggestions
5. Add tech services to the Schedule here too. (Like in AGDT) – then make that a demo site too.
6. Add ticket system here
Con,
5. I was also thinking/considering the same. However, it might distract from the request for quotes. Tech projects cost money, and the request for insurance quote are all free. If I put the Tech billable hours here, I would have to also connect it with our payment gateway. So I don’t want to get that on here “live” payment gateway to avoid user errors. I kept the contact form here for the Tech projects that go to AGDT. Better to keep it separate for now.
6. Ticket system for an insurance website is not so useful, in my opinion because clients can always call their agents, and also most of their policy questions are handled by the insurance company and there is a 1800 # for that. Ticket System is useful for tech sites like AGDT or other websites. With Insurance, contracted with 11 different BIG AM Best Companies. the challenge is to have “ready documents or webpages to send people to, so that the BIG sized documents does not clog up our email servers (even hosting companies have limits on how much digital storage we can have).
#4 – donate button for pizza! I agree! (Also my comments went to moderation)
Okay, I ALSO added the Tech Project billable hours (I only separated it for a couple of days and a lot of software test-driving) We still have AGDT, but for insurance related tech, there’s a market for that too… check it out here:
Updated: Added Tech Projects there’s demand for it, because how about those who are not techie who are not able to do stuff on their website like:
https://www.shallhelp.com/schedule-a-call/
and
https://www.shallhelp.com/begin/
I spoke to a partner Carrier / Company yesterday, some of these regulations make it difficult to sell especially when it takes them more than a month to respond. I bought/sold one policy that the underwriter seems to be sitting on as it was submitted 10 days ago and still, there’s crickets.
If an LP has a quick question for a prospect who is in a Face to Face meeting, and I dial the 1800 number and wait for 30 minutes for someone from partner support to respond, that’s why I would have to generate my own web-based tools so I can quickly get answers for prospects.
Anyway, so we will see if that all works out. (I still chuckle that one of my demo websites sold $600 of products without paid ads! Of course I refunded, but it was a thought that crossed my mind. If an independent broker is dependent on too much regulation, or vendors, are they truly independent?
Anyway, so THERE, I added the Tech part on the scheduler. 🙂
Also, can you change my email to outlook? So I can test properly? (And don’t forget to switch it back to my SH email.
Done and done.
Also, I have not received any emails when the + sign is added. So, I don’t think the plugin we tested months ago works.
I switched the website email (the automated ones) to noreply.
Takes a while for the Customer Dashboard to load. But it looks nice. It might be good to put a “best viewed on Chrome”.
Control F5 is your friend
Also, outlook does the “safelinks” check prior. FYI.
Yes, That’s why I don’t want to use it anymore. When MS bought skype, and since we’ve used it for Skype Business before, VAs who log in got those auto-download contacts stuff, so imagine 5 different people with all their contacts on their phones uploaded downloaded synced to the systems, it’s like whuwatttttttt!!!!! The data cleanup was horrendous. Anyway, for developers and testers, it’s just easier to just use other emails for testing purposes.
I think testing for the SH Schedule a Call is done.
Both the Manager and the Assigned Agent gets an email notificatiion. I also programmed it for the status to be set to approve, rather than “pending” because I’ve noticed while testing last night and early today that if the status is set to a default of “pending” – there is a big probability that it will still show as OPEN to others. So automatically approving the schedule locks it in for the specific customer. (I wish hotels and airlines did that to avoid “overbooking”.
Whoever clicks first gets the time slot. 🙂
I also put in about 15 minutes buffer after each appointment (for the benefit of little breaks to step away from the computer, for the Licensed Professional that is).
For those people who put on you tube that they can process applications in about 30 minutes?
I processed an IUL Application last week which took about 1 hour and 45 minutes. (On just the application), because there was a surprise question about EXACT DATE when you last saw your doctor. (I mean who would remember that?!!!!). So anyway, it’s good it was for a Project Mission Trip Contract so the doctor had to sign and write their address and date everything – health clearance – good to go. There is one carrier that I’m contracted with that does a Physician Statement for all their policies. Others have the non-medical, yes and no questions. Others have full underwriting. So it really is not a one size fits all type of policy for everybody.
Anyway, add to that IUL policy research, the amount of time studying and allocating funding, and creating different illustrations for Option A and B (Level or Increasing?), or doing comparisons between Cash Accumulation strategies for those who pay monthly or yearly premiums. What I found was, if a client has the money to pay a yearly premium for an IUL, then the more can that client put in the Index Fund allocations, the issue of compounding interest would work. However, for budgeting purposes, monthly is okay too, for as long as premiums are paid (just like in any type of insurance), then coverage is in place.
But I think having this Scheduling App here too will help in processing requests for quotes and then also scheduling the follow ups and for other inquiries. Thanks for helping! 🙂 .
You’re welcome!