Welcome Team

Download these materials and share with your clients when applicable

Concierge Health Slides Short Webinar Slides

In house materials:SOP and How To's

Standard Operating Procedures How to Pull a Payroll Report

Audio Sales Affiliate Trainings

audio: What about Medicare and Social Security?? Answers!! audio: Addressing Common Objections Podcast audio: SOP and Objections Training

Prospecting Materials:

PDFs to use in sales process:

WIMPER Flyer WIMPER Key Benefits Tax Codes Used

Share this Short Video in your Marketing or use it as a presentation. You can download it.

On-Boarding Materials:

On-Boarding Materials are typically sent through WB. But, you can download these so that you know what your clients will be receiving. We typically personalize them and add logos etc. It's important to know that all onboarding communications must go through employer to employees unless we have agreed on an alternative prior.

Employer OnBoarding Video

Employee OnBoarding Video

Employee Welcome Flyer Concierge Health Audio Education