Page 47 - Impact Legacy Group : Onboarding Guide

IMPACT DIRECTORY
DEAN CARPENTER
Contracting Support Specialist
Dean.Carpenter@impactlegacygroup.com - (417) 881 -0080 ext: 113

• Support agents through the contracting process
• Troubleshooting of higher level contracting issues
• Contracting Updates
• Carrier Contracting Guidance
• Contracting Agent relations

STEPHANIE MCCAHON
Contracting Support Specialist
Stephanie.m@impactlegacygroup.com - (417) 881 -0080 ext: 203
• Support agents through the contracting process
• Proactive Outbound Communications
• Contracting Updates
• Carrier Contracting Guidance
• Contracting Agent relations
• Hierarchy Build Sheet Management
• Agency Relationships

BART PHILLIPS
Agent Support Specialist
Bart.Phillips@impactlegacygroup.com - (417) 881 -0080 ext: 6000
• Connecting agents to the Impact Community
• Onboarding: Slack - Impact Link- Training Center
• Slack Invite
• ImpactLink Credentials / Support
• Training Center Credentials
• Agent Services Support
• Lead Support

MATT SMITH

Director of Medicare Growth & Development
M.Smith@impactlegacygroup.com - (417) 881 -0080 ext: 214
• Medicare Structuring / Onboarding
• Medicare Expert Review - Contracting Direction
• Medicare Sales Training & Support

TIM WRIGHT
Life Sales Success Manager
tim.wright@impactlegacygroup.com - (512) 549-9404

• Life Sales support for agency builders, individual agents & staff
• Guidance on Life Insurance products, policies, services, industry trends and
regulations
• Developing and improving Life sales tools, processes, presentations and resources
• Assist in organizing and executing training environments and other events
• Provide training and guidance for sales team members on product knowledge and
sales process
• Support contracting team and assist agents with pipeline issues