Notes

Hi Good day! I would like to offer you a health insurance. Do you have Insurance?
Hi, good day! This is _____________ from the Health and Wellness Benefits Group.
The reason for my call is regarding you or someone in your household showing previous interest in insurance.

1. Do you have insurance?
IF Yes, Are you happy with your current provider? If No, proceed.
If Yes, Are you looking for insurance for your family? If No, Alright, thank you for your time. Have a great day!
If Yes, proceed.
2. We can help you find affordable health care, with benefits that include medical doctors, eye doctors, dentist, hospitals, and even emergency room visits.
Do you have a few minutes to see what plans are available to you? (Must be YES)
IF Yes : Great. Let me ask a couple of quick questions, just to ensure I get you to the correct licensed agent for your area.
IF No : Not a problem, I'm sure you're a very busy person when it comes to home, work, and family I can completely understand, when would be a better time for you to have a quick chat about our discounted rate options? (ask for date and time of call back) I'll call you back. Have a great day!
3. Are you currently on Medicare, Medicaid, or Disability? (Must be NO)
If Yes, Alright, thank you for your time. Have a great day!
4. Are you under the age of 65? (Must be YES)
If No, Alright, thank you for your time. Have a great day!
5. Are you spending more than 100 dollars a month on medication? (can be Yes or NO)
6. Are you a US citizen or Green card holder? (Must be YES)
If No, Alright, thank you for your time. Have a great day!
7. Do you pay your monthly bills via Credit card, Checking or savings account? (Must be YES)
If customer asks why:
"I AM ASKING YOU THIS SIR/MA'AM BECAUSE WE JUST WANT TO KNOW WHAT MODE OF PAYMENT YOU WILL USE IN CASE YOU WILL GET OUR INSURANCE."
If No, Alright, thank you for your time. Have a great day!
8. Are you looking for information on an Individual or Family plan?
If Individual plan: Im sure you can afford at least 150 dollars for a Individual plan if we find the right insurance for your needs? (Must be YES)
If No, SO HOW MUCH IS THE BUDGET YOU ARE LOOKING FOR THIS INSURANCE COVERAGE?
If 100 above: TRANSFER
If below 100: Alright, thank you for your time. Have a great day!
If family plan: Im sure you can afford at least 300 dollars for a family plan if we find the right insurance your family’s needs? (Must be YES)
If No, SO HOW MUCH IS THE BUDGET YOU ARE LOOKING FOR THIS INSURANCE COVERAGE?
If 200 above: If I may ask, how many kids do you have? (1 or 2 kids) TRANSFER
If 250 above: If I may ask, how many kids do you have? (3 or more kids) TRANSFER
If below 200: Alright, thank you for your time. Have a great day!
8. Excellent, if we find the perfect policy that fits you or your family’s needs, when would you like to get started? (silently wait for answer). (MUST BE WITHIN A MONTH, IF MORE THAN A MONTH, SET UP A CALL BACK.)

Great now it appears that due to your unique criteria you should qualify for our greatly discounted rate plan offer,
Alright, this is looking good. I’ve got you matched with a licensed agent. I will transfer you now. Please hold.

HI, I HAVE ______ FROM _____ AND HE/SHE IS INTERESTED IN A ________ PLAN. PLEASE ASSIST HIM/HER. THANK YOU.
example: Hi, I have JOHN from TEXAS and he is interested in an individual plan. Please assist him. Thank you.

Any questions nga dili mo katubag:
We have a licensed agent for your area who can discuss to you further about the insurance that we offer. I will transfer you to him right now, but before that, I just have a few questions to ask so I can transfer you to the specific agent. Okay?