FB Medicare Lead
Hey Mr./Mrs. _______(prospect first name), my name is _______. How are you doing today?
I am calling in regards to the form you filled out on Facebook about (.......insert the option they requested
from below) ... Do you remember that?
1. Helping you save the $170.10 on your social security check for the part B premium.
2. The Veterans benefits that can save you up to $150 monthly on your social security check for the part
premium.
3. Seeing if you are eligible to receive the food card benefits that you can go grocery shopping with.
4. Seeing if you are eligible to receive the flex card benefits.
5. Healthy options card that allows you to grocery shop, pay utility bills etc.
(If they answer YES) - Great, the purpose of my call is to schedule a phone appointment for you and the
assigned advisor to determine your eligibility. The zip code you provided to us is (provide the zip or email
or info in the CRM and continue. Do not wait for approval. You are simply telling them and not asking!!).
(if they answer NO) - No worries, it is a lot to keep up with. The form I am referring to is about …(explain
benefits more in detail as to what it does and move on).
● Mr./Mrs. (prospect first name), just to confirm, you do have Medicare part a and b, correct? (If no, ask their
dob, add to the T-65 excel file
https://docs.google.com/forms/d/e/1FAIpQLSdYXjRDf_zF6rm0GlS8iGZeLcF_v4Dp5V2DXXYio3CoW3Jng
g/viewform) (if they only have PART A tell them: you’ll have to call Social security and request part B. -
CLOSE THE CALL)
● Also, do you have Medicaid?(IF THEY ONLY HAVE MEDICAID, ask their dob, add to the t-65 excel - CLOSE
THE CALL AND PROVIDE CLOSING SPIEL)
Great, the advisor assigned to you is (advisors name) and he/she is available on (day).
Do you prefer X time or X time? (Always give 2 time slots best a bit apart - Like 2pm or 4pm).
Wonderful, I set an appointment for you at (time)and (day).
In order for (name of the advisor ) to assist you, please have your red /white / blue card (Medicare card)
ready and as well as a list of medications or your pill bottles.
Lastly, if you’re on MEDICAID have that card ready as well. (Name of the advisor ) will need that info to check
on your eligibility, Ok?!
Perfect!! Before I let you go, I have your phone appointment scheduled for ____(day) at ______ (time) with the
advisor (Advisor’s name). Thank you so much for answering the call Mr./Ms. ________(prospect first
name) . Have a great day!
AGED FB Medicare Lead
Hey Mr./Mrs. _______(prospect first name), my name is _______. How are you doing today?
I am calling in regards to the form you filled a while back out on Facebook about (.......insert the option they
requested from below) ... Do you remember that?
1. Helping you save the $170.10 on your social security check for the part B premium.
2. The Veterans benefits that can save you up to $150 monthly on your social security check for the part
premium.
3. Seeing if you are eligible to receive the food card benefits that you can go grocery shopping with.
4. Seeing if you are eligible to receive the flex card benefits.
5. Healthy options card that allows you to grocery shop, pay utility bills etc.
(If they answer YES) - Great, the purpose of my call is to schedule a phone appointment for you and the
assigned advisor to determine your eligibility. The zip code you provided to us is (provide the zip or email
or info in the CRM and continue. Do not wait for approval. You are simply telling them and not asking!!).
(if they answer NO) - No worries, it is a lot to keep up with. The form I am referring to is about …(explain
benefits more in detail as to what it does and move on).
● Mr./Mrs. (prospect first name), just to confirm, you do have Medicare part a and b, correct? (If no, ask their
dob, add to the T-65 excel fiel
https://docs.google.com/forms/d/e/1FAIpQLSdYXjRDf_zF6rm0GlS8iGZeLcF_v4Dp5V2DXXYio3CoW3Jng
g/viewform) (if they only have PART A tell them: you’ll have to call Social security and request part B. -
CLOSE THE CALL)
● Also, do you have Medicaid?(IF THEY ONLY HAVE MEDICAID, ask their dob, add to the t-65 excel - CLOSE
THE CALL AND PROVIDE CLOSING SPIEL)
Great, the advisor assigned to you is (advisors name) and he/she is available on (day).
Do you prefer X time or X time? (Always give 2 time slots best a bit apart - Like 2pm or 4pm).
Wonderful, I set an appointment for you at (time)and (day).
In order for (name of the advisor ) to assist you, please have your red /white / blue card (Medicare card)
ready and as well as a list of medications or your pill bottles.
Lastly, if you’re on MEDICAID have that card ready as well. (Name of the advisor ) will need that info to check
on your eligibility, Ok?!
Perfect!! Before I let you go, I have your phone appointment scheduled for ____(day) at ______ (time) with the
advisor (Advisor’s name). Thank you so much for answering the call Mr./Ms. ________(prospect first
name) . Have a great day!
Medicare Live Transfer Script
Hello! Good Afternoon Mrs./ Mr. __________(prospect first name) how are you doing?
Mr./Mrs. (First name), my name is ______(VA name) and I am calling in regards to the form you filled
out on Facebook about (.......insert the option they requested from below) ... Do you remember
that?
1. Helping you save the $170.10 on your social security check for the part B premium.
2. The Veterans benefits that can save you up to $150 monthly on your social security check for the part
premium.
3. Seeing if you are eligible to receive the food card benefits that you can go grocery shopping with.
4. Seeing if you are eligible to receive the flex card benefits.
5. Healthy options card that allows you to grocery shop, pay utility bills etc.
You put down the zip code (provide the zip code listed in high level), correct?
And I believe you have Medicare Part A & B, correct? (Only transfer/proceed if the client says yes)
Otherwise, wrap up the call by asking for their date of birth and adding them to the excel file -
https://docs.google.com/forms/d/e/1FAIpQLSdYXjRDf_zF6rm0GlS8iGZeLcF_v4Dp5V2DXXYio3CoW3
Jngg/viewform
Great. You’re In Luck… Mr. ____________ (advisor name) is standing by to take your call. Mr.
____________ (advisor name) was assigned to your request and he will assist you further with
your eligibility. Do you have 5-10 minutes while I transfer you to him/her now?
(If yes, say) Okay, hold on for a moment I'm going to transfer you now to Mr./Ms. _________________
(advisor name)
( If YES, Transfer right away - NO MORE QUESTIONS TO ASK) Transfer by clicking the warm transfer
button and wait until the advisor introduces him/herself & then say):
Hey Mr./Ms.______ (advisor first name), I have Mr./Ms._______(prospect first and last name in zip code)
on the line with me. He/She inquired about the... choose the requested options from above.
(example food card benefit)
Please take over the call and ya'll both have a wonderful day. (Wait till you hear the client and agent
speak).
Once transferred, and handed over the call , select patch call. That will disconnect you.
(Then immediately message the client first and last name and zip code per slack.
Lastly, book the appointment for the next available time slot on the accepting agents calendar in CRM.
_________________________________________________________________________
(if NO, schedule a callback based on advisors schedule)
Say: Understood, would tomorrow at _____ (time) or ____ (time) work better for you?
Wonderful, I set an appointment for you at (time) and (day).
Thank you so much for answering the call Ms. ________. Have a great day! (CLOSING
SPIEL) WRAP UP:
Just a couple of details before I end the call.
In order for (name of the advisor ) to help you, please have your red /white / blue card (Medicare card)
ready and if you’re on Medicaid have that card ready as well as a list of medications or your pill
bottles. (Name of the advisor ) will need that info to check your eligibility, Ok?
Again, please do not forget your schedule is (day and time). Ok? Have a great day!
Steps to warm transfer:
1. Below you see the CRM’s buttons to press for warm transfer
Next, select the call & hold button. It will play music for the client and transfer to the
agents phone.
3. Lastly, once transferred, and introduced, select the patch call. This will hang up the phone
for you so you can call the next client.
Call example:
https://api.twilio.com/2010-04-01/Accounts/AC776d941e46e1b8e031fa828101ab003c/
Recordings/RE791d1ea9b13e5545c549fb1a8fa0ebf7
Medicare T-65 Script
Hey Mr./Mrs (prospect First Name), my name is _______. How are you doing today?
Mr./Mrs (prospect First Name), I am calling regarding your request about your upcoming enrollment into
medicare.
I know you get a bunch of calls from all these call centers. Our team of advisors are independent,
meaning they have access to all companies out there, where most agents just work for one
company.
Have you picked out a medicare plan yet?
If they say yes, say “ I commend you on getting a head start, (client first name).
What I would like to do is get you scheduled for a 5-10 minute call with one of our advisors, so he/she
can make sure that you are aware of all the options out there, based on your needs. We help with
things such as checking if you’re eligible for the food card, flex card, apply for assistance
programs and much more.
This will not take long at all.
Mr./Mrs. (prospect First name) Just to confirm your (zip code), you are located in (XXXXX)
correct? Ok great, our advisor's name is (agent name). Would X time or X time work
better for you (day) for him to call you?
● Medicare part a and b? (they may still be waiting for the card, still set appointment).
● Do you have Medicaid?(IF THEY ONLY HAVE MEDICAID, ask their dob, add to the t-65 excel - CLOSE
THE CALL AND PROVIDE CLOSING SPIEL)
● Are you a Federal Employee Beneficiary or have a Veterans (military) plan? (Notate the
above info on the appointment )
Wonderful.
If they have their R/W/B card already:
In order for (advisors name) to help you, please have your red /white / blue card (Medicare card) ready
and if you’re on Medicaid have that card ready as well as a list of medications or your pill bottles.
(Name of the advisor ) will need that info to check your eligibility, Ok?
Perfect!! I have you scheduled for (confirm the appt scheduled) (day)
Perfect!! I have you scheduled for a phone appointment with (Advisor’s Name) at ___
(time).(PHONE APPT)
Thank you so much for answering the call Ms./Mr. ________. Have a great day!
