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Call Trader Standard Script/

Patricia Tonantzin B

Created on August 10, 2023

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Transcript

Call Trader Medicare Script

Hello__________?

Oh, Hi_______This is__________ on a recorder line with The HealthScout.

I was reaching out to you because as of 2023 all Medicare benefits upgraded such as dental, vision, hearing, and prescription drug coverage at no additional cost.

At the moment, you may not be receiving ALL the Medicare benefits that you COULD qualify for.

I can see here you currently have Medicare Parts A and B, is that correct?

And as you're aware, your benefits can update every 2-3 months. Right now you may have some additional benefits you're not aware of.

If you have a few minutes, I can transfer you over to a licensed agent for a FREE-No Obligation Medicare review. Would you have a minute?

Plus we can review if you have any extra necessities and compare them to other plans.

Before I continue- I'll share a small company disclaimer- (Must read Disclaimer) We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer. Please contact Medicare.gov or 1-800-MEDICARE.

Great! I just need to quickly verify some information before I transfer you. * I have your name as (Lead's NAME) correct?. * And this is the phone # we can callo you on, (Lead's PHONE)?

PHARMACY SURVEY QUESTIONAlrighty. Also, before I connect you with the licensed agent - I see that you may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and ZERO co-payments. Do you take 8 or more prescription medications? MUST BE YES Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, OK? Let's get you transfer over though.

PREP FOR TRANSFER I have a licensed insurance agent in your area that I'm going to get you connected with. You're going to hear some ringing, that's just us getting connected. I'll do a quick introduction…then I’ll leave you in good hands, ok?

Hi! This is [REP’s NAME]. I have [LEAD’s NAME] on the line right now interested in exploring his/her Medicare options in the state of [LEAD’s STATE]. Can you take the call from here? IF YES: Thank you! You both have a great day.Thank you! You both have a great day.

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