Scenario
Dear Jacob, I would love the chance to speak with you about life insurance benefits for the employees at your company. -Claire Insurance Broker
Jacob - Benefits Coordinator at Regis Accounting
Scenario
“Hi Jacob - Thanks for meeting with me to learn more about term life insurance options for your employees.”
“Hi Claire, I am excited to learn more. Why is this something our company should invest in?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Great question! You can help your employees access the protection of affordable life insurance to protect their loved ones.”
“Why would they find this valuable as a benefit when they could just buy insurance on their own?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“One reason is the convenience - they don’t have to go through a health screening for basic coverage and can pay right through their paycheck. Also, the rates are competitive since it’s being purchased as a group - like buying in bulk.”
“That makes sense! Okay, can you help me understand more about how the coverage works?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Sure! GVTL provides coverage to employees while they are employed. The employee is the certificate holder but the company is responsible for maintaining the records. Coverage is also available for spouses and children!”
“That is reassuring to have that protection for employees and their families . I also read something about ‘conversion’ - how does that work?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Conversion allows insured employees and their dependents to convert their term life insurance to a permanent life policy without evidence of insurability within 31 days of leaving your employment.”
“That’s interesting! Are there any other riders that are notewothy?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Yes! GVTL offers Accidental Death & Dismemberment (ADD), Accelerated Death (ABOR), and a Payor Waiver.”
“It seems like Boston Mutual offers extensive coverage that my employees will appreciate. ”
Claire - Insurance Broker
Jacob - Benefits Coordinator at Regis Accounting
Scenario
“Exactly! They want to give you and your employees as many options as possible.”
“That all sounds great. I’d love to enroll. What is next?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Great! I will walk you through the application process and talk about which coverages you want to offer to your employees and the rates.”
“Excellent! Thanks for your help, Claire!”
Claire - Insurance Broker
Jacob - Benefits Coordinator at Regis Accounting
Example
Ultimately, Jacob decides to offer GVTL to his employees with AD&D (accidental death and dismemberment). Regis has 200 employees and is based in Massachusetts. The rider coverage prices vary based on age but could be as little as 4 cents a paycheck!
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Transcript
Scenario
Dear Jacob, I would love the chance to speak with you about life insurance benefits for the employees at your company. -Claire Insurance Broker
Jacob - Benefits Coordinator at Regis Accounting
Scenario
“Hi Jacob - Thanks for meeting with me to learn more about term life insurance options for your employees.”
“Hi Claire, I am excited to learn more. Why is this something our company should invest in?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Great question! You can help your employees access the protection of affordable life insurance to protect their loved ones.”
“Why would they find this valuable as a benefit when they could just buy insurance on their own?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“One reason is the convenience - they don’t have to go through a health screening for basic coverage and can pay right through their paycheck. Also, the rates are competitive since it’s being purchased as a group - like buying in bulk.”
“That makes sense! Okay, can you help me understand more about how the coverage works?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Sure! GVTL provides coverage to employees while they are employed. The employee is the certificate holder but the company is responsible for maintaining the records. Coverage is also available for spouses and children!”
“That is reassuring to have that protection for employees and their families . I also read something about ‘conversion’ - how does that work?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Conversion allows insured employees and their dependents to convert their term life insurance to a permanent life policy without evidence of insurability within 31 days of leaving your employment.”
“That’s interesting! Are there any other riders that are notewothy?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Yes! GVTL offers Accidental Death & Dismemberment (ADD), Accelerated Death (ABOR), and a Payor Waiver.”
“It seems like Boston Mutual offers extensive coverage that my employees will appreciate. ”
Claire - Insurance Broker
Jacob - Benefits Coordinator at Regis Accounting
Scenario
“Exactly! They want to give you and your employees as many options as possible.”
“That all sounds great. I’d love to enroll. What is next?”
Jacob - Benefits Coordinator at Regis Accounting
Claire - Insurance Broker
Scenario
“Great! I will walk you through the application process and talk about which coverages you want to offer to your employees and the rates.”
“Excellent! Thanks for your help, Claire!”
Claire - Insurance Broker
Jacob - Benefits Coordinator at Regis Accounting
Example
Ultimately, Jacob decides to offer GVTL to his employees with AD&D (accidental death and dismemberment). Regis has 200 employees and is based in Massachusetts. The rider coverage prices vary based on age but could be as little as 4 cents a paycheck!