Medicare Script
Introduction: Hello Good afternoon! Am I speaking to Amy at the moment? Hello, how are you doing
ma’am/sir? This is Tom here calling you on behalf of Health Care Benefits.
If fine: That's great to hear!
If not well: I'm sorry to hear that. I hope you feel better soon.
Reason for Call: The reason we're reaching out to you is regarding the new Medicare plans that are
now available for you. Do you have Medicare Part A and B (the Red, White, and Blue card)?
(Must have both)
Information and Qualification: We're providing free information about updated plans in your area
that could help you save on healthcare expenses like dental, vision, hearing, and even free
transportation.
To see if you qualify, may I ask a few quick questions?
1. How old are you? Great!
2. Do you make your own healthcare decisions? Perfect! (Must be Yes)
3. Do you have Tricare for Life or insurance through your current or former employer? (Must be
No)
Next Steps: I'll connect you with one of our licensed insurance agents who will review all the options
with you.
Transfer: Great, I’m now connecting you with a licensed agent who will help you review your
Medicare options. Please hold for a moment while I transfer your call.
Rebuttals;
"I understand your concerns. Let me assure you, this is not a scam. I'm calling from Health Care
Benefits, a reputable company dedicated to helping individuals like you navigate Medicare options
and save on healthcare expenses. Our goal is to provide you with accurate and beneficial
information about the new Medicare plans available in your area. And I’m not asking you to switch
your insurance right at this moment, all I’m asking is if you could review the new available option,
and I’m sure we can help you out.
If you’d like, I can give you more information about our company and how we assist our clients. We
value your trust and want to make sure you feel comfortable. Do you have any specific questions I
can answer for you?"