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ACA Script Generic

The ACA Lead Screening Script outlines a call process for assessing potential clients' eligibility for health insurance. Key questions include age, current Medicare/Medicaid status, annual income, recent loss of coverage, and availability for a licensed agent discussion. Upon qualifying, clients are informed about low-cost or free health plan options and must consent to privacy terms before being transferred to an agent.

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42 views1 page

ACA Script Generic

The ACA Lead Screening Script outlines a call process for assessing potential clients' eligibility for health insurance. Key questions include age, current Medicare/Medicaid status, annual income, recent loss of coverage, and availability for a licensed agent discussion. Upon qualifying, clients are informed about low-cost or free health plan options and must consent to privacy terms before being transferred to an agent.

Uploaded by

shababmughal661
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
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ACA Lead Screening Script

Good Morning/Afternoon/Evening (Client Name)? (Let client respond)


My name is (make villson) with us health care dep. I’m calling about your Health Insurance
request. (Pause)
Okay great! Let me ask you a few questions to see what you qualify for (Pause)
Q: How old are you? A: Must be between 19 – 64 years of age

Q: Are you currently on Medicare or Medicaid? A: Must be a No


Q: What is your annual income? A: Below $20k a year income for single person - $25k for
married couple - $30k for household of 3 - $35k household of 4
Q: Have you recently lost your Health Insurance Coverage? A: Must be a Yes
Q: Do you have 10-15 minutes to speak with a licensed agent? A: Consumer must have time to
talk or don’t transfer
Perfect: I am going to connect you to an agent now. They will provide you with some great
health plan options. Most are very low cost….or even Free, based on our ability to write
through the State Insurance Exchanges….aka: Obamacare
…..I just need you to agree to this consent permission before I transfer you:
"By speaking to our live representative, you agree to our privacy policy, that you have recently
opted-in and consented electronically to be contacted, and authorize us and the insurance
service providers to contact you, even if you are on a DNC list. You don’t have to provide your
consent as a condition of service." (MUST AGREE and say YES).
Thank You. Please hold on the line…it may take a minute, but it will be worth your wait.

When Transferring call:


Hey (agent name) I have (Client Name) on the line and would like to proceed with a quote for
Health Insurance. Thank You both!

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