Medicare script call trader
Hello (Cx’ name)? This is (YOUR NAME) on a recorded 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 you're entitled to.
I can see here you currently have Medicare Parts A and B, is that correct? (the red, white, and blue card)
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? Must be a YESPlus 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 (Customer NAME) * And this is the phone # we can call you on, (Customer PHONE #)?
Pharmacy Survey Question: Alrighty 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 6 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 transferred over though.
*Transfer Script* to Customer/ Prep for transfer
I have a licensed insurance agent in your area that I'm going to 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 (Customer name)?
Licensed Agent/Verification Team takes the call
This is 'Jane' with SmartMatch insurance on a recorded line, do you have Medicare Parts A & B?
*Transfer Script* to Licensed Agent/Agent Hand-Off
Hi! This is (Rep's Name) I have (Customer 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!.
Learning & Development
MA Script Call Trader
Alejandra Lara
Created on August 23, 2023
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Transcript
Medicare script call trader
Hello (Cx’ name)? This is (YOUR NAME) on a recorded 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 you're entitled to.
I can see here you currently have Medicare Parts A and B, is that correct? (the red, white, and blue card)
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? Must be a YESPlus 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 (Customer NAME) * And this is the phone # we can call you on, (Customer PHONE #)?
Pharmacy Survey Question: Alrighty 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 6 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 transferred over though.
*Transfer Script* to Customer/ Prep for transfer
I have a licensed insurance agent in your area that I'm going to 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 (Customer name)?
Licensed Agent/Verification Team takes the call
This is 'Jane' with SmartMatch insurance on a recorded line, do you have Medicare Parts A & B?
*Transfer Script* to Licensed Agent/Agent Hand-Off
Hi! This is (Rep's Name) I have (Customer 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!.
Learning & Development