SSDI Script/ Call Trader

Call Trader / SSDI

Hello (Customer name) Hi, This is (Agent name) from HealthScout Disability. Based on the information you recently provided, you may quialify for Social Security disability benefits up to $3,600.00 per month. We are on a recorded line.

I have some short questions before we can get you set up. 1.-Are you currently receiving any benefits- including SSI or SSDI- From social Security? (Must be NO/ If YES we going to a downsell) 2.- Have you already applied to receive these benefits? (Must be NO/ If YES we going to a downsell) /

Qualifying questions:

Qualifying questions:

3.- Are you currently out of work due to a physical and/or mental condition? (Must be a YES) 4.-Have you worked full time at least 5 out of the last 10 years? (Must be a YES) 5.- Are you between the ages of 50 and 64 years old? (Must be YES)

Rx Pharmacy Survey

Alrighty! 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 a Yes). Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, ok? (Must be a Yes) Let's get you transferred over though.

Lead's Info Verification:

Before I get you connected with a benefits specialist let me confirm your information. 1.-Is your name (First Name) (Last Name) and your address is (Address 1), is that correct? 2.-Your phone # is (Primary Phone) is that correct?. Thank you for aswering these questions! Please hold while we transfer you to a benefits specialist.

Insurance agent take the call

This is 'Alice" with SmartMatch insurance on a recorded line, How can I help you?

Hi, this is (Agent name) from HealthScout Disability. I have (First Name)(Last name) on the call to discuss eligibility for disability benefits. I'll let you two take it from here. if Yes: Thank you both! I will disconnect now.

Initiate Transfer

Learning & Development

Tips: 1- If the Customer is working with a Lawyer or they already have an attorney, someone looking into. DO NOT attempt for the transfer. 2.- Downsell for SSDI. First downsell Pharmacy, next downsell Medicare, next downsell FE. (Final expense). 3.-First 2 qualifying questions we need a "NO". / Must be a "NO". 4.- Last 3 questions Must be "YES". 5.-We can transfer a Customer with a previous denied application for SSDI. As long were denied. 6.-If they already applied for the benefits but having gotten a reply then we DO NOT attempt to transfer. Already in the process.