🚀 Welcome & Introduction

[0:02] Hey everybody! Look, I remembered to unmute myself. Thanks for joining us.

[0:07] Welcome Small Business Advantage agents today. If you can see my screen, let me know.

[0:13] What we're going to be covering is a Small Business Advantage slash Illusional Ask Me Anything.

[0:20] So we have presented the core modules, right, so the official deep training. It's all available to you in the members area.

[0:30] We've gone through it.

[0:31] Most of you were here with us live for the presentations, and yes, we did do Q&A along the way, but this is a final wrap-up.

[0:40] So if there's anything that you have been wondering about or want some clarity on, this is your time.

[0:50] I do have a PowerPoint presentation. I've gone through the seven or so recorded training sessions that we've already had and extrapolated the top 15 pertinent questions.

[1:10] I'll tell you, I did use AI to help me identify what those questions were.

[1:15] So we will go through it, but we are not in any way limited to the questions presented here.

[1:23] This is just our jumping-off point so that we have some structure.

[1:27] All right, so please, Nikki's here with me in the background.

[1:29] If, as we go through, anything jumps out at you or you have additional questions, please let me know.

[1:37] I will be balancing between presentation and answering questions.

[1:43] So let's see, about how to email leads, special ways, Gmail, and other autoresponders. Kat,

[1:49] Yeah, we'll get real deep into the technical training of email marketing.

[1:59] Because that's just not really Illusional or Small Business Advantage training.

[2:06] We can, I can direct you to our courses where we do deep dives into how to conduct cold email marketing.

[2:17] But generally, if you're just starting out, even if you're just sending one-to-one emails, using your email account is totally fine.

[2:26] All right, so let's, Kat jumped in with the first question, so I wanted to take care of her.

📊 Beginning the Slide Presentation

[2:32] So let me get into sharing these slides.

[2:41] All right, I got my page—my screens are switched.

[2:44] So let me just switch what screen I'm showing.

[2:51] All right, so everyone sees telehealth and healthcare benefits programs, correct?

❓ FAQ: Are Commissions Inheritable?

[2:57] Okay, so Thomas has a great question.

[3:00] I know it's probably not covered here, so I will answer it because it has come up a few times.

[3:07] If you pass away, are your commissions inheritable?

[3:12] Yes, absolutely, for sure.

[3:14] It happened, unfortunately, a few times with our ERTC program.

[3:18] We are set up for if your beneficiaries simply contact us with the information, we will update the payment details to them.

[3:35] Yeah, so we will take care of you and we will take care of your family.

📘 Comprehensive FAQ Introduction

[3:41] All right, so here we go. Comprehensive FAQ.

[3:47] So, essential questions and answers about the Illusional program. So, first up—see, look at AI already messing me up.

[3:58] Illusional telehealth program and how does it benefit small businesses, right?

[4:03] So, what are the key factors for the benefits for small businesses, right?

[4:09] So, when you're talking to businesses and you're directly to them, how is this good for you?

[4:16] How is this going to benefit you immediately, right?

[4:20] So you want to solve the problem for the business owner and then it trickles out and down into benefiting their employees, right?

[4:28] So the core metrics are: reduces absenteeism, saves approximately 75% compared to in-person health care visits, enhances employee benefits, and the competitive advantage at attracting and retaining talent.

[4:44] So does anybody want to talk more in depth about the benefits and how to communicate those benefits to business owners when you're having conversations about telehealth, right?

📄 FAQ Document Announcement

[4:59] Oh, and yes, we will be—I actually have, I think it's 56 FAQs that I've extracted from the training. So we're going to have a complete FAQ document.

[5:11] We're going to add it to the members area, like on a page, FAQ page. And I will also share the slides.

[5:21] And yes, it's a living document, so we'll add to it.

[5:24] So any questions that we get into today, we can expand on. Yeah, this is just rough. How does it save 75%?

💸 Cost Savings Explanation

[5:33] Not having to pay a deductible or a copay on an in-person visit, right? So say your— the average copay when you go to an in-person visit is $100, right? So it actually saves the employee 100%, but across the board on average, not having to pay—if you're only paying the $40 per month, not having to pay the deductible saves 75% on average or more on the in-person visits.

🤝 Encouraging Questions

[6:08] All right, awesome, Cecilia, thank you.

[6:11] Yeah, your questions make these training better.

[6:13] So please don't be shy, jump in.

[6:15] My goal is to support you and help you be more successful.

[6:20] So anything you want to know, there is no question too big or too small.

[6:25] The game is not Stump Vanessa Day, but you may get me.

[6:30] I might have to research and come back with an answer, but okay, the best way to handle a potential client wanting to have the credentials of the doctor and the therapist up front.

🩺 Doctor Credential Access

[6:42] Reggie, when they go in and select their doctor, there is a bio for the doctor.

[6:46] They are able to choose between the doctors that are available to them at that time, and they can see the credentials and the specialties and the accolades, etc., of the doctor.

[6:58] So it's a non-issue.

[6:59] They get to see the doctor before they book the appointment.

🏦 ACH Rollout Update

[7:03] How close are we to the ACH issue?

[7:05] Thomas, yes, what a great question.

[7:08] It's live.

[7:09] Let me see if Sherry's here.

[7:11] I asked her to come in so she could be my tech backup.

[7:15] And I can hear her waving in the background, right?

[7:19] We're excited to say—

[7:22] Sherry.

[7:22] Oh my goodness, it was so hard to get off mute.

[7:24] I don't know why.

[7:25] Hi, everybody.

[7:26] Hey, you wanna tell us about ACH?

[7:28] It's so exciting.

[7:29] Sure, sure.

[7:30] Yeah, we rolled that out last week.

[7:33] A customer, as they come on board at initial contact, right, as they're onboarding, they can choose between ACH and credit card currently.

[7:43] It went out into production on—actually, it was two weeks ago.

[7:48] And we tested it through the stage and it worked wonderfully.

[7:52] And then we tested it—

[7:54] I tested it with my account through production.

[7:57] Checking is just too personal, I had to do it.

[7:59] Didn't mind doing it and it worked wonderfully.

[8:03] So the functionality is in production and it works great. I will add that we have not been able to build out for existing customers to choose between ACH and credit card, but we start that in next week's sprint. So hopefully we can get that out quickly to everyone.

📌 Current ACH Limitations

[8:23] Okay, just new customers can choose that now. Yeah, and what she's saying is the ability to swap between updating your payment method, right, for existing customers. Yeah. Thank you.

⭐ Agent Feedback About ACH

[8:34] Oh, yeah.

Kat says I was excited when I signed up last week.

[8:37] So Kat was her own first customer.

Thank you, Kat, welcome, and she was able to complete the process with ACH. Kat,

[8:45] If you'll let us know, was it smooth? How was your onboarding process?

[8:48] You know, we're always trying to fine-tune and improve wherever possible. I'd love to hear how it went for you.

[8:52] She's typing. Absolutely smooth. Love to hear it.

🌟 Improving the Onboarding Process

[9:02] You know, we understand that there's always going to be glitches, but we think with preparation and training, we can get everybody through.

[9:12] We want to make it as intuitive as possible, but your feedback allows us to improve the processes wherever they may be.

💰 Cost of the Telehealth Program

[9:23] Our next big question is, what is the cost of the telehealth program? I think—

[9:32] You know, I hope we all know, but I still, you know, I still get support tickets for this.

[9:36] People are still asking, Is it 39.95 per person?

[9:39] Is it 39.95 for each family member?

[9:41] Is it 39.95 for every employee?

[9:46] So just real quick, just to make sure everybody—so we're all on the same page.

[9:51] The business owner is the person who owns the Illusional account.

[9:52] It's whoever's paying a bill.

[9:53] It's referred to as the business owner.

[9:58] It could be an individual person. They do not have to have any employees.

[10:03] Every single membership, be it the business owner, the account holder, or if they choose to purchase additional memberships for employees, so if they chose 10 memberships at the time of enrollment, each one is $39.95 each, no matter what.

[10:23] Each membership does include telehealth coverage for the member’s entire family.

[10:23] So the business owner and his family are covered for $39.95.

[10:27] If the business owner adds another membership for their employee, the business owner pays $39.95 for that employee, and that employee’s entire family is covered with the telehealth benefits.

👨‍👩‍👧 Family Coverage Details

[10:37] Well, I say it entirely.

[10:39] It's eight people total—member, right, member slash employee; spouse slash significant other slash domestic partnership, however you want to say it; plus six children slash dependents from the age of two to 26, right?

[10:57] Under two, we don't have telehealth coverage. Those are babies. They need to see a doctor, right?

[11:03] But from two to 26, all for $39.95, no additional copays, no additional deductibles.

[11:12] That's where that question we were asking was, how do we quantify that 75% savings over visits? There is no copay.

📉 Comparison to Amazon Telehealth

[11:23] Amazon—I had Amazon Telehealth.

[11:25] I thought it was a great deal, $9 a month, until I got there and they wanted another $160 for the telehealth visit.

[11:36] This is not better.

[11:36] So no surprise fees.

[11:43] Yep, they use the app. They log in. There is no dollar transaction for the visit.

📊 Comparison to Traditional Health Insurance

[11:43] And so that leads into how this compares to traditional health insurance costs for small businesses.

[11:55] Sherry comes from a health insurance background, so she knows firsthand these numbers are no joke, right, Sherry?

[12:08] That's right. Yeah, and really, if you don't mind me adding, I'll add—I mentioned something last week, but happy to say it again because not everyone was necessarily on last week's call.

[12:18] I worked for—between Not Healthcare and Anthem—20 plus years.

[12:22] So I've always been in the healthcare industry.

[12:24] Didn't sell healthcare products, right?

[12:27] I was always part of the business, responsible for implementations, responsible for technical project implementations.

[12:34] So always on the projects either working with the clients, onboarding them, or working to enhance our systems, processes, etc.

[12:46] But what I've learned about working at insurance is it's not necessarily about the care.

[12:54] It's about the risk pool and what a person is willing to accept when it comes to risk, right?

[13:02] That's really the reason people buy insurance.

[13:07] And because it's a benefit when it's large employees, right?

[13:11] You got your large—sorry, large employer.

[13:13] You have your large employer, your small business, and then you have the individual.

[13:18] The reason why it's so expensive for small businesses and individuals is because the risk pool is smaller, right?

[13:27] You got a Coca-Cola or Home Depot, 15,000 people that work—and it's a lot more than that, but I'm just using this as an example.

[13:35] You got 15,000 people that work at Coca-Cola or Home Depot, and maybe 5,000 people submit a claim for that year—maybe a third of the pool.

[13:48] It's less risky for Anthem or healthcare. They're still making a profit.

[13:52] But if you get 100 people and 50 submit a claim—some of them could be hospitalized, right?

[14:00] Due to a car accident, sickness, whatever—less money, right? Because half of that hundred people send in a claim, right?

[14:12] And so it's more expensive because the pool is smaller, which is the number of employees.

[14:17] So I like sharing that because when I learned that working in a healthcare environment, it makes sense why it's so much more expensive.

[14:24] So just my Health Insurance 101 education today.

[14:27] And you may have learned that, but—

💡 Why Telehealth Becomes a Better Alternative

[14:30] No, no, that's very valuable because that same model applies here with Illusional Telehealth.

[14:46] So that's why we are able to offer—yes, we're comparing to traditional insurance, but the comparison to other telehealth providers still stands out.

[14:57] And really, it's about whether or not someone’s willing to accept the risk.

[15:02] People are learning there's other ways to pay for care.

[15:05] It doesn't have to be through insurance.

💵 Insurance Costs vs Alternatives

[15:05] What are the needs of that employee and that business owner?

[15:15] And by cost, because those employees have to pay a premium, right?

[15:22] And then that's just to get the product.

[15:24] Then they have to pay the deductible based on whether they're an individual—whether or not the insurance covers just the individual, the employee and the spouse, or the whole family—it just gets higher and higher.

[15:36] And then after you meet your deductible, then you have the copay slash coinsurance specifically, right, depending on the product that you have, right?

[15:43] So it is costly, and some people are saying, well, if I have an accident, I'm willing to go ahead and work with the hospital to do a payment plan and negotiate, right, the bottom line and have a payment plan or just write them a check for whatever the balance is—and not necessarily the whole balance; people are doing that today, right—

[16:05] and then I'd rather just have the telehealth for the things that I need for day-to-day care of colds, right, you know, skin care, you know what, mental health, whatever that may be because it's so much cheaper, right?

[16:20] So anyway, just a little add.

[16:20] Yes, you're saying many can't even afford their deductible now.

[16:20] Absolutely.

[16:20] Yes.

🇺🇸 Healthcare in America & Telehealth's Role

[16:20] This, unfortunately in America, is a real problem.

[16:25] Fortunately, we are able to solve it.

[16:30] Not, you know—I mean, it'd be great if nobody ever got sick and nobody ever needed it.

[16:35] It would also be great if it wasn't cost-prohibitive, but it is.

[16:39] So, it's great that we can offer the solution.

[16:43] It's a lifesaver—literally for some folks, this lifeline.

🧾 What the Telehealth Plan Includes

[16:47] And that leads us into, and Kat, I know I see your question we're going to talk about here: what does the telehealth plan include?

[16:53] So that $39.95—what do people get with that?

[16:59] So: unlimited virtual visits, literally for the entire family, unlimited, with no copays, no deductibles, no usage limits, right?

[17:06] That's complete family coverage—six dependents, age 2 to 25, spouse or partner, and the subscriber, the member, 24/7 to health professionals.

👨‍⚕️ Doctor Choice & Medical Records

[17:17] A lot of folks have said, can I get the same doctor every time?

[17:20] Are my records transferred from one doctor to the other?

[17:24] I will jump into that right here.

[17:26] Think of this as like Uber for doctors, okay?

[17:30] They get to set their own schedule.

[17:32] They get to log in and say, “Okay, I can take appointments now.”

[17:36] “I'm available right now,” right?

[17:38] There's no requirement that a specific doctor clock in 8 to 5 every single day.

[17:46] So when you are logging into the application—Kat, we'll talk about how to get to the app—when you log into the app and you say, “Okay, I need to see a doctor, these are my symptoms, this is what I'm looking for,” and it gives you a list of doctors, your same doctor that you've seen in the past may be there, you can choose them again, or you can choose another.

[18:05] Okay, that's up to you if you want to wait or if you want to take whoever's available.

[18:10] 100% of your medical interactions in this system are accessible by 100% of the doctors in this system.

[18:20] So you get seamless care from one doctor to the next.

[18:25] I know a lot of folks asked me that question before, and I promised I'd research that and find the answer for you.

[18:31] This is a closed system where all of your network—

[18:37] If you want those records transferred to a primary care physician or a specialist, yes, that can happen.

[18:45] Your information and your records are secure within this system to be used amongst all of the doctors within the platform, and based on your request, when you request it, it can be transferred out to an external doctor.

💊 Prescriptions & Additional Benefits

[18:59] Prescription services, direct pharmacy and delivery—so you can have your prescriptions called into a pharmacy, or you can have them delivered to you if you have that service, and there are discounts, right?

[19:10] This is a discount prescription service.

[19:12] And our additional benefits package is—

[19:23] We can go more in-depth into it, but there's the savings program, identity theft protection reimbursement, business security, financial wellness resources, shopping programs, so lots and lots of cool things—cell phone insurance.

[19:37] A lot of those are focused on the business owner, the primary account holder.

[19:43] They’ve got things like dark web monitoring, reputation monitoring for the business—so a lot of benefits that an individual may not ever want or need to use, but they do come at no additional fee.

[19:55] They can pick and choose what is beneficial to them and not use it.

[20:00] They don’t have to use all of the benefits.

[20:03] They can use whatever they’d like.

[20:05] Let’s see.

[20:06] My prescription benefits are $5.

[20:08] How does your plan discount drugs?

[20:10] Cecilia, it’s not across the board.

[20:12] It is medication-specific.

[20:15] So you would enter in the prescription that you're getting filled, and there's information inside the program.

[20:23] Okay? What medical conditions can be treated via telehealth? Right?

[20:28] So we think of this as kind of like a virtual urgent care, right?

[20:34] So you wouldn't go in for your annual physical because you can't take blood, right?

[20:37] But if you're having a respiratory attack—asthma, cold, flu, bronchitis—okay?

[20:42] Digestive: stomach ache, diarrhea, acid reflux, things like that.

[20:46] Infection: strep throat, pink eye, yeast infections. I had a staph infection.

[20:50] I'm a carrier for staph, which sounds awful. But I'll get—

[20:54] on my nose just maybe once a year, a sinus infection will turn into a staph infection. And I was able to just call up, share my screen.

[21:02] They looked at my nose, they looked at my history, and said, “Okay,” and they called me in for a prescription for antibiotics—topical and oral—and I was in and out, done, 15 minutes, and had my meds within an hour.

[21:18] And because I was able to get that medication so quickly, I caught my infection at the front end.

[21:18] It didn't get too bad. I was feeling almost 100% better within three days, where before the same ailment had me down for two weeks with a staph infection that was so bad, it was visible on my face.

[21:36] And so I didn't leave the house for about a month until it healed.

[21:40] So again, incredibly convenient and impactful.

[21:45] Life-changing. It made a really big difference in my life being able to get that medication so quickly.

[21:51] Skin conditions—it was cellulitis.

[21:53] So infections, skin conditions—this was me also.

[21:56] The poison ivy, rashes, eczema, etc.

[22:00] They can take care of you there.

[22:01] Chronic pain—you know, we've got a lot of elderly—arthritis, blood pressure, joint pain, diabetes, things like that, where it's very difficult for them to leave the house, right?

[22:10] This is—it's huge.

[22:13] Mental health: anxiety, depression, PTSD, addiction, stress management.

[22:18] My kid's going off to college. I talk about it all the time.

[22:21] I'm going to make sure she knows that she's got resources just a click away, which leads to mental health services included.

[22:31] Yep.

[22:32] So licensed therapists provide confidential and unlimited therapy sessions.

[22:35] So again, the mental health sessions are unlimited, excuse me, just like medical telehealth.

[22:44] No appointments needed.

[22:45] You can book an appointment.

[22:47] That is very cool.

[22:48] But you don’t have to have one.

[22:50] So if you're having an urgent, emergent situation where you really need to talk to someone right now, the average wait time, I believe, is three to seven minutes.

[23:00] Not long wait times, lots of folks.

[23:04] So the therapists are licensed, qualified, board-certified mental health professionals.

[23:08] They are available 24/7.

[23:10] It is confidential.

[23:11] Like I said, the records are kept within the platform.

[23:16] So multiple therapists, if you speak to different folks, are able to access your records, and they can transfer them if you decide to meet with someone in person, or even if you have your own therapist and you just, you know, you need a little boost or you have an urgent, you know, Saturday afternoon situation and you can't reach your standard everyday therapist—you can talk to someone here and then transfer the records over to your standard therapist.

[23:47] Unlimited sessions, call as much as you need, no appointments needed. And the continuity of care—you can continue with your preferred therapist the same way you can choose to continue with your preferred doctor. It all just comes down to their availability.

[23:59] But like I said, you are able to book an appointment if you want to.

[24:02] So that way you can schedule a meeting with the same person.

[24:12] Right. So who's the primary target market for this program?

[24:12] Oh, shoot. There you go.

[24:22] So: small businesses, 5 to 50 employees. That is not a parameter.

[24:25] That's not a limitation. This is a guideline.

[24:38] When you are starting to look for folks to talk to, this is some criteria that can help you narrow the field. Okay, wait.

[24:41] Let me jump in. I missed some questions, and I want to answer them before we get too far.

[24:44] Can I run telehealth prescriptions through my existing benefits? Yes.

[24:57] If you have a different discount plan that gives you a better deal on prescriptions, absolutely yes. Your doctor calls in a prescription from telehealth or from an office visit.

[25:00] However you get a prescription, it goes into the pharmacy.

[25:04] Once you're at the pharmacy, you then have a discount plan or your insurance.

[25:05] It's completely separate.

[25:05] You can choose to use your existing insurance coverage if that gives you a better deal, or the prescription discount plan through Illusional, or if you have a better discount plan, use that. Absolutely no restriction or requirement on how you pay for those prescriptions. It is separate from the prescription being issued; it is separate from paying for the prescription. Cecilia, excellent question.

[25:38] I didn't see a “link to talk to someone now” option for a therapist—only scheduling someone at an available time. Jessica, that would only happen if someone was not available at that time, right?

[25:46] So if there's not someone available to connect with you at that moment, you will be prompted to book an appointment.

[25:55] So if there was someone standing by ready to talk, then it would have given you the option to connect now.

[26:05] Let’s see, okay, so Joe has asked—okay, if you'll repeat your question. I remember your question, but I don't want to get the words wrong.

[26:05] So, when a church purchases an Illusional account, the church is the account owner.

[26:15] So remember what I said: whoever is paying the bill—the Illusional primary account holder—is referred to as the business owner, be it an individual person, be it a church, be it a nonprofit, be it an association.

[26:31] If they are paying $39.95 or more, they are referred to as the business owner.

[26:38] It is a title.

[26:40] The person who pays the bill is automatically assigned a Business Sense account.

[26:47] Okay, again, just a title.

[26:49] It is a package that has additional extra benefits.

[26:56] Okay, there's a chart on the sales page that identifies the benefits delivered with a Business Sense account versus a Health Sense account.

[27:03] This is all built around selling an additional package to a business.

[27:09] It is not required to be sold to a business, but you have to think of the titles in that scope.

[27:16] So a church—it's a business, right?

[27:18] It has employees.

[27:20] So if the church is paying the bill, let's say they have 100 employees.

[27:24] So they're paying for themselves plus 99 other members. It's 100 memberships. The church entity is the business owner.

[27:34] They get the Business Sense package.

[27:36] So they get the things—they get additional accidental and death and dismemberment benefits. They get dark web monitoring.

[27:42] They get other business-centric benefits for the same price, $39.95, as all of their employees.

[27:50] They can then—and they've bought the 99 other memberships—they enroll their individual employees who get Health Sense accounts, which are the exact same telehealth coverage, but the benefits are more tailored to employees, individuals, people, rather than a business.

[28:09] So the benefits that benefit a business aren't included in the Health Sense. Am I answering your question, Joe?

[28:20] So we're not talking about parish members, okay? We're talking about if the church is buying an account and covering their employees.

[28:34] Okay, so that's the question: if the church is the customer. If you're talking about a church as an association, the church isn't buying anything. The church is offering Illusional through their own tracking referral link to their parishioners, their members, to buy themselves, at which point the individuals will be paying the bill—their $39.95 for themselves slash family—and they will get a Business Sense account only because the person paying the bill gets a Business Sense account. That's just the name of the package.

[29:06] Joe understands the church part.

[29:07] Yay!

[29:07] And I'm sure that benefits a lot of folks.

[29:10] I'm sure that explanation clarified a lot of things.

[29:14] I see some follow-up questions.

[29:15] I'm not going to read them all.

[29:16] But if someone doesn't understand what I just ran through, just say, “I don't get it,” and I'll come back. Great.

[29:24] Oh, thank you, Steve. All right, so primary target—getting back on track: restaurants, landscaping, HVAC, roofing, car dealerships, pest control, mom-and-pop shops, and more. We do have in the members area the hot niche section where we have identified the hottest niches, where we have included the email campaign, the marketing materials for those specific niches.

[29:50] Again, not telling you that that's where you have to focus, but if you're looking for direction, we just narrowed the field because we have written over 50 campaigns that are niche-specific.

[30:01] Sometimes that can be overwhelming.

[30:03] That is all to say, if you have an industry or niche that you have a particular connection to—maybe you used to be a real estate agent, maybe your husband is a dentist and you want to capitalize on your relationships and your insider information for that industry—go with that. Absolutely. If you have an in, always go with your in. And if we don't already have email campaigns or marketing materials for that industry, tell me—I will make them for you.

[30:36] My job is to help you be more successful and to remove roadblocks.

[30:40] Always remember that though—you can always ask. The worst that could happen is I can say, “I can't do it,” and you know if I say, “I can't do it” too much, Brian will fire me.

[30:58] So follow-up question on churches—so can a church, per your example, be an account owner for the purpose of covering their employees?

[30:58] Yes, Joseph. Follow-up question: can they also be an association to offer to their parishioners?

[31:06] Absolutely. Yes. This is the perfect storm. This is the trifecta. This is what we want, right?

[31:13] A large church can have hundreds of employees. Absolutely.

[31:17] Yes, buy an account, cover your employees. Then not only—

[31:17] do they—like that's such a ringing endorsement, right? When they talk to their parishioners:

[31:25] “This is how we take care of our church family.”

[31:29] “We have already provided this to all church employees. We think you should take care of your family the same way,” right?

[31:37] The same way we encourage agents to be your own first customer because the endorsement of, “I love this product so much I'm not only the Hair Club for Men president—I'm also a member,” right?

[31:49] Am I dating myself? Does anybody else remember that infomercial?

[31:54] Being your first client, being a member, using your own product is the strongest endorsement. It also helps you onboard and answer questions.

[32:04] Yep, it's Burling.

[32:06] Do some associations pay for it for their members or almost always just offer them the purchase if they wish?

[32:13] Because you're approaching associations asking them to endorse this as a means for them to generate revenue for themselves, I have never seen an association flip an income opportunity and turn it into an expense.

[32:31] You follow? You know what I mean? They absolutely could.

[32:35] They could if they wanted to, but the proposition that we are going to them with is to say, not “Buy this for your members to improve your membership and retain members.”

[32:49] Say, “As a member of this association, you have access to this incredibly discounted, high-value tool. Buy it for yourself.”

[33:01] And it pays them $3 per member.

[33:06] All right, so once you’ve found your target audience, how should I start a conversation to generate interest, right?

[33:13] Icebreakers—what do we do, right?

[33:15] Story-based pitch, creating a yes-yes-yes scenario.

[33:19] Don’t sound salesy; focus on building rapport and trust, right?

[33:23] This will come with practice.

[33:26] And again, okay, so I've had some folks ask, “I thought you said I could do this with cold email.”

[33:29] “I thought you said I didn’t have to have conversations.”

[33:31] You absolutely can.

[33:32] Our biggest, best, most successful agents in the ERTC world were international, in the Netherlands, and never spoke to a person.

[33:39] They were just really fantastic at cold email and generating leads, which our team closed.

[33:45] 100%. If that’s your approach, stick with it. Great.

[33:49] But for those who want to do in-person selling, we're going to train you also, right?

[33:53] So take what you need from this. Take what you need, add what you want, leave out all the rest, okay?

[34:00] So for folks who want to have these conversations—rapport, personal—we’re talking about taking care of families.

[34:08] When it gets right down to it, we've got a universal problem: folks are sick, healthcare is expensive, the economy’s in the toilet—help, right?

[34:18] We are coming with that help.

[34:21] We want to solve a problem. We want to take care of the people you love, and we want to take care of the people who help keep you in business—that takes care of your family, right? My husband owns a small business.

[34:34] He’s got 10 contract employees. It’s a very symbiotic relationship. He works harder at making sure his employees have work, that he has jobs to keep them busy so that they can get their full paychecks. He works harder at that than he does at building anything—swinging a hammer, right?

[34:56] And then those employees—he takes care of them, he cares about them, but also because without them, he’s got no business, right?

[35:04] So we’re going to these businesses—for example, if you were talking to my husband: I can help you, business owner, by taking care of your employees.

[35:15] This is how there is an immediate ROI, right?

[35:21] It helps you to help them. Let me tell you how.

[35:26] So acknowledge the common pain points: rising healthcare costs, absenteeism, employees leaving one business to go to another that maybe is offering better benefits.

[35:37] A counter to that, a lot of the time, is yes, they may offer your insurance, but like Sherry said, small companies, even if they're offering insurance, the premiums are incredibly high because the risk is not spread out.

[35:51] If you're insuring five people in one company, the risk is very, very focused.

[35:58] So while this other business may say, “We're going to provide insurance,” the copay—I’m sorry—the employee contribution could be cutting their pay $500 a paycheck because they're contributing into this insurance that “the company’s providing.”

[36:16] So here you can say, “Hey, here's how you talk to your employee about how this is better for them.”

[36:21] “I can give you this—no, it's not full insurance. The business owner is willing to pay the $39.95, but the employee keeps their whole paycheck.”

[36:34] There are wins built in when you get them talking and you hear where their conflict comes from, where their pain points are, what their objections are—and just talking to them, having the information so that you can have an informed and intelligent conversation.

[36:51] Really, you cut through all of the garbage because the answers intrinsically are just that good.

[37:00] Okay, so Donald’s asking: if a business signs up with an association and said business has 50 employees who are to pay for their own, how does that work?

[37:11] So you’ve got an association who shared a link to a business, and the business has 50 employees.

[37:19] The idea here is that the business buys 50 memberships through the association’s link, which pays the association 50 times 3—

[37:37] all right, so $150 a month—and it pays Donald, Platinum Agent, 7 times 50—$350 a month.

[37:50] Okay, everybody with me on that? Okay. Donald’s asking: if the business is having the employees pay for their own, how does that work? Can some use cards and some use ACH?

[38:01] In this example, the employees would use the association’s link each to create their own account.

[38:05] It would not go through the business.

[38:10] It is not the optimal approach, right?

[38:18] But you know, our methodology is: a business—you're pitching to a business to cover their employees.

[38:28] If you have to get the deal, you could say: recoup that expense through payroll deduction, right?

[38:28] Pay each employee $20 less or $10 less on a weekly paycheck, or $40 less on a monthly—however you want to do it—payroll deduction.

[38:46] Or simply give each employee their own individual—the association’s individual—link.

[38:46] In which case, any person who creates their own account through a tracking link—be it the agent tracking link or an association's tracking link—yes, they control their own payment, they get ACH or credit card. But that is way down the list of optimal outcomes.

[39:06] All right, are we all caught up on questions?

[39:09] Any questions about how to have conversations with businesses about how it benefits them?

[39:13] If you so choose—if they write you back, if you're emailing and they hit reply instead of going to the landing page—I want you to have the ability to have these conversations so that you don't lose leads.

[39:24] But again, once they enter their information on your lead page through your link, our team jumps in, takes over, helps you out to close the deal.

[39:34] Jessica is asking: do we know what “Doctegrity’s” normal rates are?

[39:39] Yes, we have a comparison chart on the top publicly available—meaning you could go on the internet, search up, and buy as an individual telehealth package.

[39:50] We've got a comparison chart that I've shared with the competitors—the benefits and the fees—including monthly fees and all of the surprise “copays,” “deductibles,” etc. We've got that comparison chart. So Jessica, if you'll hit me up or tag me in Facebook, I'll make sure that you see that chart, and I will also get it published in the members area because I just put it in Facebook—I know I need to put it in the members area.

[40:33] So when you're having this conversation, what is tonality and why is it important, right? We don't want to sound salesy, right? “But wait, there's more!”

[41:00] This conversation, again, is about solving problems and helping families—be that helping a business be more successful and more profitable, which helps the business owner's family; helping the employees; helping the employees' families; associations helping their members—all while increasing retention and acquisition of employees or members, etc.

[41:17] So your tonality—confidence, helpfulness, being well-informed so that you can answer questions, but also having the confidence to say, “This can be a complicated program—that's a great question. Let me research it and get back to you.”

[41:21] “Thank you for, you know, this insightful question.” And then every hard question that you get is an opportunity to learn.

[41:26] So the next time you won't get stumped.

[41:28] I know probably every single person on this call has asked me a question I had to say to you, “Oh, wow. No—yeah, no, that's a great question.

[41:34] I'm going to get back to you with that.”

[41:36] And I hope that everyone who had that experience with me respects the fact that I followed up with an answer.

[41:46] You know, it's okay to say “I don't know.” I mean, I hope you don't say it too often in the conversation—I mean, that's why we're here training, right? Let me jump into questions.

[42:14] So I got a domain to point to my affiliate link—great, Kat—but the email I signed up with shows on my customer dashboard.

[42:20] I don't want customers to see that. Kat, your agent information is not available to your customers through the dashboard. No worries there.

[42:28] You completely control what your customers see in your marketing material, in your domain, etc.

[42:32] They do not have exposure or access to you in any way once they're customers with me, okay?

[42:28] Joe asks, can you go over what happens if a person or business calls the number on the website?

[42:32] Can they ever find an Illusional number on the website?

[42:35] Joe, great question.

[42:36] Yes, compliance requires that we provide on the sales page—which is what your tracking links track to—the Illusional sales page has to have Illusional contact information.

[42:49] Yes, our phone number is listed. It always will be. It cannot be anything else. It cannot be edited.

[42:57] If they call, we will ask the question, “How'd you hear about us?” right?

[43:00] And if they say, “Oh, you know, I got an email from Joe.”

[43:02] Awesome—we will work to make sure you get credit for that.

[43:05] It has not happened yet.

[43:10] We do, in our training, promote that you establish yourself as the primary contact; provide your email, provide your phone number in the email if you want to give them a way to make a phone call that's not through the Illusional site.

[43:27] If you are introducing them to Illusion, you are the relationship owner.

[43:32] 99.999% of people are going to go to someone they have a direct relationship with before they call a generic—basically—1-800 number where they're getting a recording, or they're getting an automated answering service, right?

[43:50] So trigger—make your call to action be: “Click this link,” or “Reply to me,” or “Call me if you have any questions.”

[43:57] Take ownership of the relationship if this is a concern. I’ll even go advanced honors class here:

[44:05] We have some agents who want to 100% control the interaction before the customer ever sees the Illusional sales page. They are building their own landing page and they are driving traffic to their own landing page—not their agent link—where they are capturing the lead, talking to the customer, doing the pre-sales work, and then once that lead is absolutely secured and locked in as theirs, only then are they going with the customer over to their Illusional agent tracking link.

[44:39] That's advanced placement right there.

[44:42] That's—like I said—honors class.

[44:44] We don't even teach it.

[44:46] But if you are concerned with customers calling the Illusional main line, the onus for making sure you're the relationship owner is on you.

[44:56] We do not try to compete with you.

[44:58] We do not try to take your customers.

[44:59] We will always ask how they heard about you, and we will work to give you credit.

[45:03] However, if that is a concern, you have to mitigate it.

[45:07] Good?

[45:09] All right.

[45:10] Why partner with associations?

[45:12] Are folks still asking?

[45:15] It's the profit multiplier, right?

[45:18] It's how you go big.

[45:19] You can talk to one business with a thousand employees and yeah, you get a thousand memberships, right?

[45:24] And boom—you know—you get promoted to Platinum, you increase your commissions.

[45:29] It's amazing, but that's tough. It's tough to get in with a company that big.

[45:33] But getting associations with six, seven, eight, 900 members who are all businesses, right?

[45:44] Then you can target those businesses with five to 10—which is, again, back a few slides—your target audience. Five to 50 members.

[45:54] If you've got an association with 500 members of businesses with 50 employees—boom—you’re at 2,500 memberships rather than trying to play ball with a super big business. And again, you've only made the one sale, right?

[46:11] You've sold the association, and it’s—you know—it could be a much easier sale. You're not trying to get the association to spend money with you. You're literally walking in with a way for them to generate non-member revenue, right?

[46:25] So they're going to do the work for all their members, and the sales pitch to them is, “Hey, would you like a lot of money?”

[46:34] All right, so partnering with associations: they’ve got a large, engaged membership, they usually have an established method for reaching those members, an established line of communication. Members are opening association emails, right? They're looking for this. They're going to the website, they're coming to meetings, they're looking at the bulletin board. There's built-in trust. These members are actively paying to be a member of this association; they believe what the association is endorsing.

[47:03] That's why they’re there. They’re already bought into the concepts behind that association.

[47:10] Rapid scaling—scales quickly. One decision-maker through the association, and then they influence all of the members. And of course, it's recurring revenue.

[47:19] You're generating recurring income for yourself as well as the association.

[47:25] And as the association is doing the work of obtaining additional new members, they are literally building their client pool for you and themselves at the same time—and it benefits you. All right, let me jump into questions.

[47:42] Yes, Joe, they have another domain first that they manage before they send to—he’s following up on my previous answer.

[47:53] Hey Alfred, “We signed up as an Illusional customer via your affiliate link.” Wonderful.

[47:58] “To date, we have not been able to log into our business.”

[48:00] Okay Robin—I'm sorry, Alfred—please send in a support ticket and we’ll work with you on the technical aspect of that.

[48:07] Any account-specific questions—we just have to ask you confidential information to help you.

[48:14] So anytime you have something like that, please get AskAway; we’ll help you, we’ll have you straightened out.

[48:21] Who is the private Wi-Fi provider?

[48:23] Paul, you know what?

[48:24] Thank you for giving me the opportunity to say this.

[48:26] That’s a great question, Paul.

[48:28] I will have to research it and get back to you.

[48:31] I'm not—I am not sure who the private Wi-Fi provider is.

[48:33] It’s a great question.

[48:35] And I'll find out.

[48:37] Are the employees of the association member businesses counted as part of the association profits, Victoria?

[48:42] So say an association is—let's use the church example again that we went over. A church is a business; a business has employees. A church can also be an association referring to their parishioners.

[48:56] So if the church purchases an account and buys memberships for their employees, they do not earn a commission on the employees they are paying for. No.

[49:12] However, they then share their association link with their parishioners.

[49:18] They earn a commission on the customers who buy Illusional through their link.

[49:26] Okay, so how do commissions work with associations? We just touched on it—what a great time.

[49:33] Okay, so an association earns $3 per member per month.

[49:38] So if a church has 5,000 parishioners and they all bought Illusional through the church’s link—what did I say? Three? I said a thousand members—

[49:50] They all buy—that is $3,000 a month that gets paid to the church.

[50:02] Okay, they have a thousand members. A thousand customers—that puts you wherever you were or are, you're now a platinum agent.

[50:11] Your commission just got raised to $7 per membership, and because that association came in through you, you get $7 on every member the association gets.

[50:26] You do not split your commission with the association. The association gets their own commission.

[50:32] They’ve got their $3,000. Now I go to pay Paul or Cat or Arthur or Joe—

[50:39] I'm paying you $7,000 every month. All right? Does that make sense? There’s no commission split.

[50:50] They have to use the referral link—the association’s referral link.

[50:54] It is recurring. It will come in every month so long as the member keeps paying.

[50:58] And this is in addition to your $7. And that’s a thousand members. Right? You see my math.

[51:06] Not a split—so we’re not taking the $7 and giving you four and giving them three. No. It is a total: they get three, you get seven.

[51:16] Standard agents—if they had only a hundred members—then it would be five as a standard agent. So that’s the difference.

[51:24] But—thank you Jessica—private Wi-Fi came across misleading; it's a VPN, yeah.

[51:39] Okay, so thank you for the feedback.

[51:40] We can improve that, thank you.

[51:42] If professional association with business owners who buy from the association and also buy for their employees—does the association get paid on the other business?

[51:51] Yes. Okay, Victoria, fantastic question.

[51:53] So that was a church example where they had parishioners, individuals.

[51:57] Say you did a Chamber of Commerce and they have a hundred businesses that are members.

[52:01] Those hundred businesses each have five employees. That's a total of 500 members.

[52:13] The association would get $3 on all 500 members. Yes.

[52:21] You would get your full commission—standard agents get $5, platinum agents get $7—on all 500 of those memberships.

[52:34] Not individual customers, right?

[52:37] Not individual businesses—on every single membership.

[52:42] The associations get paid and you get paid.

[52:44] Fantastic question.

[52:49] So how are the commissions structured?

[52:50] You've heard me talking about this, but yeah—best to get it in writing.

[52:55] So platinum agents: $7 per membership, not per customer.

[52:59] $5 for standard agents, and associations get $3.

[53:06] Okay, what's not pictured here is if you recruit another agent and they become a standard agent or a platinum agent, you get $2 on every single one of their members.

[53:25] Any questions about commissions?

[53:27] And they are all recurring for as long as the membership stays active.

[53:35] Cat is asking, so if the church buys a hundred licenses—

[53:48] So the church is the account owner and they are paying $39.95 × 100 = $3,995.

[53:53] You get your commission. It’s one sale, but you get paid on every membership.

[53:59] So if they have a hundred licenses, if you’re a platinum agent, that’s $700 every month.

[54:05] You get paid on memberships—not individual deals.

[54:10] All right, I want everybody to tell me you understand that.

[54:11] Put one.

[54:12] You get paid on the number of memberships, not the number of deals.

[54:17] One if you understand.

[54:18] Victoria, thank you.

[54:19] Joseph, thank you.

[54:21] Steve, Thomas, Donald.

[54:22] Yes, yes, yes.

[54:23] Edwin, Reggie.

[54:24] Okay.

[54:24] Very good.

[54:25] It's very important. It's also very important that when you’re talking to associations that you convey that the same way.

🔥 Commission Structure & Membership Clarifications

[54:31] So the church is the account owner and they are paying $39.95 × 100 = $3,995. You get your commission. It’s one sale, but you get paid on every membership.

[53:59] So if they have a hundred licenses, if you’re a platinum agent, that’s $700 every month.

[54:05] You get paid on memberships—not individual deals.

[54:10] All right, I want everybody to tell me you understand that.

[54:11] Put one.

[54:12] You get paid on the number of memberships, not the number of deals.

[54:17] One if you understand.

[54:18] Victoria, thank you.

[54:19] Joseph, thank you.

[54:21] Steve, Thomas, Donald.

[54:22] Yes, yes, yes.

[54:23] Edwin, Reggie.

[54:24] Okay.

[54:24] Very good.

[54:25] It's very important.

[54:25] It's also very important that when you’re talking to associations that you convey that the same way.

[54:31] Right?

📌 Available Marketing Materials

[54:36] When you go into your back office and you see your number of members and you multiply that by seven—that's how you know.

[54:46] It’s not by number of deals; it's by number of members.

[54:51] What marketing materials are available inside your members area?

[54:55] An ever-growing list—customizable flyers, brochures, webinar replays.

[55:00] This only applies if you're recruiting other agents.

[55:05] When you sign up, it's just a one-link click on Module Three to become a Small Business Advantage affiliate.

[55:12] You get a referral link to sell the course to recruit other agents, and there are webinar replays.

[55:18] Email campaigns—over 50; social media templates; we’ve got—I’ve made—some AI videos.

[55:24] This is always open to requests.

[55:27] Anything you think you could use to be more successful, please let me know. Like I said, the worst I can say is I cannot do it.

[55:36] Like I can’t create a website in Spanish.

[55:38] We’re working on it, but I can’t speak Spanish.

[55:40] There are some things that limit my ability to give for you, but please don’t ever stop asking.

🔥 Enrollment Process Overview

[55:48] How does enrollment work?

[55:49] I'm sorry if I'm going a little fast and we’re coming up on 12.

[55:51] I got chatty.

[55:54] Joseph is following up on the “If I sign up an agent and that agent signs up an association, what do I receive from each membership that signs up through the association?”

[56:03] $2. Joseph, $2. Association-referred members act as the agent’s own deal.

[56:12] Okay? So it’s not a downline.

[56:15] A deal through an association is a full-fledged deal for the agent; you get $2 per member on all deals from agents you recruit.

[56:25] So $2.

[56:25] Let’s see—Cecilia asks, “How do you help a Platinum close his leads?”

[56:31] When a lead comes in through your lead capture form, we have a sales team—dedicated staff—that calls within—the goal is an hour, I believe—to make a personal phone call.

[56:41] We have an automated email follow-up that starts within 15 minutes.

[56:44] We follow up with every lead that comes in, try to close the deal for you.

[56:48] And for platinum agents, there is no commission split or deduction.

[56:53] There’s no cost for that for the life of your membership.

🔥 Marketing for Associations

[56:57] “Does an association need to give us templates for advertising or what’s the best route?”

[57:01] Reggie, we provide marketing materials for the association.

[57:07] I would just need their logo, their name, contact information that they want included, but I’ll work with you to get you what you need.

🔥 Enrollment Walkthrough

[57:15] Okay, so let me jump back.

[57:17] How does enrollment work?

[57:21] So we’ve talked about it a little bit.

[57:23] There are training videos in the members area under the live videos—new agent experience, new customer experience.

[57:31] Please, if you haven’t watched it, please go watch them.

[57:34] The actual process of enrolling—it is imperative that you know it.

[57:38] We also would love it if you became your own first customer so that you experience that firsthand—

[57:44] so that you've been through it, you know how to talk about it to other folks, you can attest that it’s a great service and also easy to sign up.

[57:54] It’s not black-and-white one-two-three.

[58:00] There are specifics that they have to follow.

[58:06] So knowing, at least watching that video—hopefully you're your own first customer—you’ve experienced it so that you can talk about it.

[58:12] So a business purchases licenses for their employees.

[58:16] So again, the business is the customer; they’re paying the bill, and they are opting for licenses or memberships for their employees.

[58:27] Any number—they don’t have to cover all of them.

📌 Employee Enrollment Details

[58:29] If they have 100 employees and they only like 50 of them, they can do 50—that’s fine.

[58:33] They can be W-2, they can be W-9, they can be contracts, they can be a babysitter—they could be anybody.

[58:40] There’s no validation or verification of employment status.

[58:44] If a customer is paying the bill, they can buy memberships and hand them out however they want.

[58:51] So the business then enrolls those employees through their dashboard. All it means is: if they buy 50 memberships, they provide the name, email, phone number, etc. for the people they want to cover.

[59:03] We are working on bulk upload.

[59:09] If this is a sticking point for any customers you are working with before we have bulk upload, just send me a ticket—send me a CSV, a spreadsheet.

[59:19] I will manually enter them myself for you.

[59:21] Do not let this be a breakpoint for you right now.

🔥 Employee Activation

[59:24] So for the employee activation: after the business enrolls their employees, the employee receives an email.

[59:31] They click the activation button.

[59:32] They follow the process to set up their account.

[59:35] We have kept it as simple and streamlined as humanly possible.

[59:39] Now, I had a question earlier that I said I'd get to about the app.

[59:44] There is an app.

[59:46] That is how you contact the doctor, okay?

🔥 Accessing the Telehealth App

[59:49] When you as a business owner get set up—or as an employee with a HealthSense account get set up—you receive an email with documentation that includes a link to the app and instructions to use your username and password that you created when you onboarded. When you set up your account, you create a username and password.

[1:00:11] So there’s a link to download the app, or you could search it in the Play Store if you want to, but there is a link to the app in your documentation that fulfills—giving you what you need to know about your account: all the features, all the benefits, how to access it, etc.

[1:00:26] PDF file, link to the app, instructions—use your username and password. There is a field to use an access code on that page.

[1:00:33] We don’t use access codes. Just use the login.

[1:00:36] Okay, does that answer your question about the app that we talked about before? Okay.

Audio & Sales Page Notes

[1:00:40]

Yes, Arthur, the audio is wonky.

[1:00:44]

I'm working on it on the sales page. The audio is weird.

[1:00:48]

The program I used to make the video in post-production makes the music get too loud, weird at the end, but I’m working on it.

Prohibited Messaging

[1:00:53]

Okay, what messaging is prohibited?

[1:01:01]

All right, so this is our last slide. This is what we cannot say.

[1:01:07]

Our sales page that your affiliate tracking link goes to is compliant. This has all been addressed.

[1:01:14]

We then pass this on to you—don’t say these things, right? No specific medical claims.

[1:01:19]

Don’t say “We can cure cancer,” right? No promise of curing conditions.

[1:01:24]

And don’t say “We can definitely diagnose ADHD.” You can talk to a mental health provider; they can help you. Just don’t make promises. Right? Just pretty standard stuff.

[1:01:35]

Don’t misrepresent yourself as an employee of Illusional.

[1:01:37]

Don’t use Illusional.com or—I'm sorry—Illusional.anything in your domain. Okay? You get to select your own domain.

[1:01:48]

If you’re going to do a redirect, do not use Illusional in your domain. Illusional.com is the only Illusional URL that we can endorse.

[1:01:56]

Don’t guarantee specific treatments, and no unsubstantiated savings claims, right?

[1:02:03]

So all of the savings that we speak about on the sales page or on our comparison chart are documented and sourced.

[1:02:11]

You can use what we have provided, and it is not guaranteeing savings—it is comparing pricing.

[1:02:18]

So the savings is inferred and it's accurate, but it is all substantiated by publicly available pricing.

[1:02:26]

And stay compliant—follow compliance guidelines. Protect yourself and the program, right? Because if your marketing stuff gets Illusional in trouble, it could affect our ability to operate and continue with the agent program.

Closing the Session

[1:02:47]

All right, everybody—so we hit my goal, which was an hour, and I went a little over, but I can stick around if you can.

[1:02:51]

If you have any questions, you know my motto is “No question left unanswered.”

[1:02:56]

So if there’s anything you want to keep talking about, anything I could answer, please let me know.

Redirect Link Compliance

[1:03:00]

Can we use Illusional in our redirect link? No.

[1:03:03]

Joe, that is what—that's the perfect example of what I said we cannot do.

[1:03:08]

Any—no mention of Illusional in your URL if you are redirecting, right?

[1:03:13]

So jossbenefits.usa.com can redirect to Illusional, but throwing in the slash Illusional is what we can’t do. You're very welcome, guys.

[1:03:23]

Thank you.

[1:03:23]

No problem, Joe.

FAQ Document Update

[1:03:28]

Let's see. All right.

[1:03:29]

So—anybody typing?

[1:03:33]

I don’t see any questions coming in.

[1:03:35]

So, like I said, the FAQ that I’ve compiled from the training is 56 questions long.

[1:03:42]

I'm going to fine-tune it in a document and make it searchable, etc., and so that’ll be in the members area probably by the end of tomorrow.

[1:03:50]

I've got some work on it.

Association Link Tracking

[1:03:51]

“Can you explain how association links work with ours?”

[1:03:54]

Donald, it doesn’t work with yours.

[1:03:56]

They get their own link, right?

[1:03:59]

And because your association is associated with you on the backend, we know that any lead that comes in through the association—we know the association's associated with you—so we know it's yours.

[1:04:10]

In the coming weeks—I think probably by the end of the year—your agent dashboard will have a display that shows you all of the associations that have signed up through you, as well as the deals they have generated.

[1:04:24]

And it will be with a little qualifier that this is from XYZ Association.

[1:04:29]

So it is all being tracked; it will be displayed soon. That methodology also applies to when you are recruiting other agents.

[1:04:40]

So if you are a recruiter of other agents, you'll be able to see all of the agents you've recruited and the deals they have generated that you earn the $2 on.

Email Requirement

[1:04:53]

“What if the employee doesn’t have an email address?

[1:04:53]

Can they use their cell phone number?”

[1:04:58]

No, they need an email address, Paul.

[1:05:01]

They do need an email address.

Holiday Scheduling

[1:05:03]

“No call next Thursday,” Joseph—you're absolutely right.

[1:05:03]

I will be eating turkey this time.

BusinessSense App Support

[1:05:10]

Let’s see. “I'm having trouble signing up for the BusinessSense app.”

[1:05:14]

Jeffrey, I’m so sorry to hear that.

[1:05:16]

If you'll send in a support ticket at getsupport.biz, I will connect you with the right people who can help you.

[1:05:21]

What we’ll do is—we call it triage—we’ll figure out where the breakdown is happening.

[1:05:25]

We’ll make sure that your payment went through for Illusional, that you're active, that you have synced your account with Inside to the BusinessSense.

[1:05:35]

We’ll make sure that you then log into BusinessSense on your PC to finish setting up your account.

[1:05:41]

And if all that's done correctly, and all of it boils down to your setting up the app and you use your username and password and it simply says, “This user ID does not exist”—

[1:05:53]

If that's the problem you're having, then we have to escalate it into tech support.

[1:05:59]

But yep—open up a ticket at getsupport.biz; we’ll triage that for you.

Customer Experience Video

[1:06:02]

But I do ask that everyone please make sure that you watch the new customer experience video if you're having trouble setting up your own BusinessSense account.

Commission Reminder

[1:06:13]

Oh, and lastly—please, if you are expecting a commission because you have generated a deal or you were your own first customer—and if you have not received money through ACH, it’s because you haven’t set up your payment account and I have invited you and I'm waiting on you.

[1:06:31]

Just this morning I resent all of the triggers for folks who are owed a commission that I haven't been able to pay yet, so check your email. And if you think that you should have been paid and you haven't gotten money, please send me a ticket at getsupport.biz so I can look into it, because Brian is all over me about getting this money paid.

Separate Emails Required

[1:06:51]

“We still have to use a separate email to sign up for the benefit, correct?”

[1:06:54]

Yes, Joseph. So your Illusional.site agent account is tied to your agent email address.

[1:07:00]

If you also want to be a customer, you have to use a different email.

[1:07:04]

So please use a different email.

[1:07:06]

And then remember—keep up with which one is your agent account and which one is your customer account.

Closing Thanks

[1:07:17]

Oh, thank you.

[1:07:18]

Ewan—am I saying it right?—

[1:07:20]

“Thanks for your help, Vanessa. This was super informative and I'm excited to learn more. I'll be watching the previous webinars to catch up.”

[1:07:23]

Fantastic.

[1:07:26]

Fantastic.

[1:07:27]

They’ve been really great sessions.

[1:07:28]

Like I said, your questions make us better, but going through building these Q&A slides—I was, you know—it's all meat, no fluff on all of these training sessions. Focused, intelligent conversation, insightful answers, insightful questions, and quality answers.

[1:07:50]

So yeah, the module training is very, very valuable.

[1:07:53]

Please, please watch them.

Association Objection Handling

[1:07:55]

Victoria asks, “What if some associations have a complimentary or percentage discount for health services from some of their healthcare members?”

[1:08:03]

So that’s a very specific case, Victoria, of an objection that would need to be overcome.

[1:08:10]

If you wouldn’t mind, why don’t you pop that into the Facebook group, and I'm going to tap in Tommy.

[1:08:15]

Overcoming objections is his superpower, so we’ll get Tom and Tim to talk to you on Facebook about some ideas with that—and maybe we'll expand on it on—not next week, because there’s no call next week—but the first call in December, we can talk about it.

[1:08:36]

Because I would like to have “Overcoming Objections” be our next training, but you know what?

[1:08:45]

I'll open the floor.

[1:08:45]

I'm going to do a poll in the Facebook group:

[1:08:49]

What do y’all want to cover?

[1:08:55]

We finished the modules; we’ve trained you on all the details, right?

[1:08:58]

So now we are going to be responsive to you.

[1:09:00]

Like I said, our goal is to help you be more successful, so we want to give you what you need.

[1:09:04]

So I'll ask—you can tell me here; you can tell me on Facebook when we do the poll—

[1:09:00]

What do you want to talk about next?

[1:09:04]

My vote is “Overcoming Objections.”

Onboarding Video Location

[1:09:05]

Let’s see.

[1:09:05]

“Where are the vids with Sherry on the onboarding again?” Joe—

[1:09:08]

Great question.

[1:09:09]

In the members area, under—hover on the nav bar for Live Calls—there’s two:

[1:09:15]

New Customer Experience, New Agent Experience.

[1:09:18]

They are also published in the Facebook group if you feel more comfortable searching there.

Final Goodbyes

[1:09:25]

A-O-N, thank you.

[1:09:31]

You’re very welcome, Joe.

[1:09:33]

“No calls Thursday,” correct.

[1:09:37]

I think that's it.

[1:09:38]

All right, I hope everybody has a fantastic Thursday.

[1:09:44]

Rest of your week.

[1:09:45]

Happy Thanksgiving—

[1:09:47]

if you celebrate.

[1:09:49]

Our U.S.-based folks—our office is completely closed on Thursday.

[1:09:55]

We will be around.

[1:09:58]

You can't keep me off Slack.

[1:09:59]

I can't help it.

[1:10:00]

It's a compulsion.

[1:10:01]

Thank you so much.

[1:10:04]

Any tech-specific or account-specific questions you've got, please always go to getsupport.biz.

[1:10:09]

It is the most efficient way for us to help you.

[1:10:14]

We can work with you directly, ask the questions we need.

[1:10:17]

There’s nothing public—no exposure, etc.

[1:10:20]

GetSupport stuff is—

[1:10:21]

Sherry, thank you so much for helping me today.

[1:10:23]

Thanks for being here with me.

[1:10:24]

Nikki, thanks as always for manning the chat with me.

[1:10:28]

Won’t see you next week, but we’ll see you in December.

[1:10:30]

Thanks everybody. Bye-bye.

[1:10:32]

Bye.