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HCC and Heritage Benefits flowcharts for prospecting new memberships and insurance clients. HCC and HBC will meet at least monthly to develop and maintain prospecting list HCC and HBC will remain transparent in client lists and membership in an effort to maximize return on the program - PowerPoint PPT Presentation
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HCC Prospects for
Membership
HCC present Membership
information to Prospect
HCC “sells” Membership
HCC arranges for HBC
Insurance presentation
HBC provides all professional
services for Insurance purposes
HCC provides all professional
services for Membership/
Wellness purposes
HCC and HBC work
collaboratively to meet the needs of the
Member
HCC and Heritage Benefits flowcharts for prospecting new memberships and insurance clients
•HCC and HBC will meet at least monthly to develop and maintain prospecting list•HCC and HBC will remain transparent in client lists and membership in an effort to maximize return on the program•HCC and HBC will work collaboratively to incentivize the program for members of HCC