On this call, you will take the time to introduce yourself and the nature of the calls you will be making over the next 3 months. Ensure that your contact understands that their coverage is contingent upon their participation in the program.
Key items to address on the initial call that will help your future calls run more smoothly:
- Is the Insured receiving the emails from Customer Support?
- Provide information for EHS OnDemand where they can watch the videos or reference forms at any time. You can email them the instructional PDF on how to login and access the videos/forms.
- Collect your contact's contact information (name, title, phone number, and email).