Notes

1) I DON'T WANNA CHANGE MY PLAN.( I AM SATISFIED WITH MY CURRENT INSURANCE PLAN)

( client's name ) I do understand, and I am glad you’re happy with your current coverage, my job here is to pre-qualify you and send you over to a licensed agent in your state who will shop around for you and give you a quote at no cost, I’d like you to explore the new 2023 benefits that rolled out during the second quarter of 2023.

2) I HAVE SOMEONE (AGENT) THAT TAKES CARE OF MY PLAN.

( client's name ) I understand, we’re also contracted with all major carriers in your area and our goal here is to enhance your coverage and walk you through the new benefits that may save you money through your health insurance.

3) I HAVE MEDICAID, I DON'T PAY ANYTHING, EVERYTHING IS COVERED

That's amazing when you have medicaid along with medicare it means you could potentially qualify for more benefits at no cost. My goal here is to pre-qualify you and send you over to a licensed agent in your state, who will shop around for you and give you better options, to make sure you are not missing out on any benefits.

4) IT’S A SCAM CALL

I understand your concern, my job is to help you get connected with a licensed Medicare specialist who’ll help save money on your medicare cost, we’re contracted with almost all major carriers in your area , I’m just making sure you are not missing out on anything.

5) CAN YOU SEND THIS TO ME BY EMAIL?

I understand, most people put it off until it’s too late, a lot of changes happened in the second quarter of 2023, and it’s the best time to re-evaluate your benefits. Let me quickly check if you are pre-qualified for it and connect you to a licensed insurance agent who will assist with that.

6) FROM WHERE ARE YOU CALLING ME, WHERE ARE YOU LOCATED???

We operate across the country,and we’re affiliated with hundreds of licensed agents in your area who can help save money on your Medicare costs, but my job is to send you over to a licensed agent in your state, who will update you with all the available benefits for you.

7) WHO IS SENIOR BENEFITS?

I represent an organization that aids seniors who have medicare parts A&B to ensure that they get all the health benefits that they could qualify for, and most importantly to assist them in saving some money through their health insurance.

8) ARE YOU WITH MY INSURANCE?

We’re also contracted with all major carriers in your area and your insurance could be one of them. Our goal here is to enhance your coverage and walk you through the new benefits that rolled out during the second quarter of 2023.

9) I HAVE TOO MUCH MONEY

I am glad to hear that , as long as you have Medicare A&B you could qualify for more features and benefits at no cost, as well as having access to more facilities.

10 -Do I have to pay for it / Is it FREE?

This quote is at no cost to you , the main goal of this call is to save you money not to have you pay more.

11-From where did you get my number

Your number is listed in my system as a Medicare beneficiary who might qualify for the new benefits and savings that come with the new plans that rolled out during the second quarter of 2023 !

12) So you're gonna send me money back ? But why ?

This a good question, no i am not gonna send you money back , but there are some new plans in your area that could potentially put money back into your social security check.


*Don’t transfer if they don’t have parts A and B together, active
*We don't accept Retirement plans nor Tricare. Supplement plan F .

*CAN’T say
We will not change what you have now OR don't worry you don't need to change your plan or your Doctor

*CAN’T say
This is only an information/update call

*CAN’T say
These services are for Free
Say
You are not paying additional out of the pocket expenses, or will provide you a quote at no cost

*CAN’T say
It will take a few mins, anything similar
Say
Don't worry (Ma'am /SIR ) I will try to verify the info quickly, but if you don’t have time to talk with a license agent I can give you a call back

*CAN’T say
We are not in the USA
Should say
Ma’am/sir we operate online in almost all the states and will be connecting you with a license agent in your state
Do NOT TRANSFER IF CLIENT TELLS YOU MORE THAN ONCE or twice:
“I’m not interested”
“I can’t talk” ask for a call back
“I don’t want it”

QUALITY RULES
1- Listen to the client and interact with him/her, build rapport
2-Make them feel that you care about them, and that this call is for their own sake.
3-Make sure that they understand that they will be transferred to a licensed insurance agent.
4-No tricks to get a yes, make sure you have their consent before transferring.
5-Agree Acknowledge - make sure to agree with them first to make sure u will have a longer call with them, and this will make them more comfortable, and gain u some time to think of a good rebuttal, eliminate the pause. Then answer and end with a question.