Thanks to visit codestin.com
Credit goes to www.scribd.com

Scribd
Upload
1K views2 pages

Medicare Script

The document provides a script for a phone call regarding Medicare supplement plans. The script outlines gathering information from the customer such as name, age, current plan, and zip code in order to provide quotes for new plans. It also includes disclosures about recording the call and obtaining consent.

Uploaded by

mktelecom018
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
1K views2 pages

Medicare Script

The document provides a script for a phone call regarding Medicare supplement plans. The script outlines gathering information from the customer such as name, age, current plan, and zip code in order to provide quotes for new plans. It also includes disclosures about recording the call and obtaining consent.

Uploaded by

mktelecom018
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 2

Medicare supplements Script

Hi (Lead Name)? This is (Rep Name) with Medicare Supplement Solutions & we are non-
government entity and we are just giving you a call because of the recent rate increases to the
Medicare Supplement plans. You do have a Medicare Part A & B, right?

Great!

This call may be monitored or recorded for quality assurance and training purposes.

We want to help make sure that you are not affected of these rate increases, we have our
Licensed Insurance Agent who can assist you to ensure you get a plan that best meets your needs.

(Should be okay to be transferred to a Licensed Insurance Agent.)

Oh by the way, do you know about how much you are paying for your Medicare supplement?
(Approximate amount. Does not need to be the exact amount.)

1. How Old are you? (65 to 85)

2. Do you make your own Health care decision? (Must b yes)

3. Do you have retirement or military benefits? (Must b No)

4. Let me check new and updated plans in your area, May I have your zip code please? (And you are
living in the state of Xyz)

5. How do you pronounce your first and last name?

TCPA Disclosure:

Okay, that’s all from my side, this call may be recorded for the quality assurance purposes by saying
YES you are giving your consent to transfer this call even if your number is listed on any federal or
state Do Not Call list. (Get a clear YES).

OK now I’m transferring the call to Licensed Insurance Agent so please stay on the line.

Warm Transfer Script:


Well my name is Xyz I have customer with me his name is Xyz from the state of xyz with zip Code is
xyz, He is 67 years old, He have Medicare part A and B, He is interested in getting quotes on
Medicare option, Can you please assist him further.
Questions that customers may ask?

Why did you need my information?

To ensure I'm talking to the right person.

Why you guy’s call me all the time? I got so many calls from your company.

I am determining whether you are qualified for additional benefits on your Medicare Part A and B
so you don't miss out on benefits.

You might also like