WeCall ACA Script

WE CALL ACA TRAINING SCRIPT

Hello (Cx’ name)? This is (YOUR NAME) on a recorded line with Health Assistant.

We're calling because new and affordable Health Insurance Policies were just approved in your area. Benefits such as health spending cards, free vision/dental, and reward cards.

I just wanted to ask you a couple questions to make sure you still qualify:

Do you have Medicaid or Medicare?

What's your Date of Birth? (must be 18-64yo)

You're still in the state of XX with ZIP code 12345, correct?

Now on average what's your yearly income? (must be over $12,888)

Perfect, These are new and approved plans within your area for 2023. We can see if you qualify for FREE insurance. If not there are some really great plans that fit just about any budget. I can transfer you over to a licensed agent for a quick NO commitment Free Obligation quote. Would you have a minute?Must be a YES

Great, I'll go ahead and connect you now. i'll do a quick intro then I'll leave you in good hands, OK? Must be a Yes

*Transfer Script* to Customer

Licensed Agent/Verification Team takes the call

This is 'Jane' with SmartMatch insurance on a recorded line, do you have Medicare Parts A & B?

Hi Jane, I have (Cx's name) on the line with us, ZIP code, 12345. DOB January 5th, 1946 with both Medicare Parts A & B and they would like to check their eligibility and review their Medicare benefits. Can you take over the call?

*Transfer Script* to Licensed Agent/Verification Team

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