Page 12 - EDUCATORS of Wisconsin

INTEREST FOLLOW-UP PROCESS

The below options and scripts will be used to ensure that clients and customers get the best experience possible and
that we at Highland Capital will represent your agency to the highest standards. We appreciate the opportunity to assist
you in the process of providing your clients a very important product to their family’s financial wellbeing. In order to do
so, we need to ask a couple of questions:

Below is the Timeframe we will utilize to respond to interested parties:

Day 1
 Initial Email
 Phone call after 30 minutes and before 2 hours

Day 2
 Phone call approx. same time as original lead came though

Day 3
 Email approx. same time as original lead – Follow up email

Day 4
 Phone call approx. same time as original lead
 Final follow up email

INSURED CUSTOMER SERVICE

The Highland Team of professionals will handle all policies issued, any policy changes, as well as claims.