Prospecting WorkFlow
General Definitions
LF/SF Knowledge
Compliance Hit List
Hit List Definitions

Prospecting New Business

Meeting 1 Questions
Meeting 1 Agenda
Meeting 2 Agenda
Request For Proposal (RFP)
Quoting Census Template
SIC/ NAISC Lookup
Industry Acronyms
Agent Mileage Tracker
AOR Template

Installing a New Group

Full Census Template
Group Process Organizer
FB QR Posters
Initial Install & Enav Instructions
Sedera Start Link
Sedera Onboarding Time Line

Compliance Documents

Notices Template
ERISA Wrap Questionnaire
**Section 125 Discrimination Test**
Agent Commission Disclosure

Agent Knowledge Base

ALEs Booklet

Prior to Enrollment

Post Enrollment Meeting

Make sure to add new or prior year’s SPD to ENav

Agent Compliance areas to focus
2023 Compliance Calendar
**Compliance Explanation Docs**
SPD Distribution Tips
ABY COBRA Kit
ETC Pricing
Compliance Obligations
IRS Link ALE Calculator