Medicare Closers Script 1
Introduction
“Hello and a wonderful day to you! This is Stevan Brown on a recorded line. How are you today?
By the way, how’s the weather treating you over there?”
Information Gathering
“I see you’ve shown interest in exploring Medicare plan benefits in your area, which is fantastic. Let’s make sure we find the perfect fit for you.”
“Are you the go-to person for making decisions about your Medicare plans?”
“Could you share your Zip code so I can check the best plans available for you?”
“You have Medicare Parts A and B, right? These are essential for the benefits we’ll discuss.”
“May I have your full name, please? It helps us personalize your experience.”
“And your date of birth? (Feel free to skip if you’re not comfortable sharing this detail.)”
“Do you have any additional state support, like a retirement plan or VA benefits?”
“Any assistance from a previous employer that we should consider?”
“Lastly, do you have your Medicare card with you? If not, would you be open to providing your social security number?”
Transition to Licensed Agent
“Thank you for sharing that with me. I’m now going to connect you with a licensed insurance agent who will take great care of you
and guide you through the best options. Is that alright with you?”
Compliance Disclaimer
“Just a moment before we proceed, I’ll need to play a short message for compliance and quality assurance. Please listen carefully and say
‘Yes’ if you agree to continue after the message.”
Disclaimer Content
“We value your privacy and consent. By moving forward, you’re giving us your electronic voice signature, which is just like a written consent
to receive communications from us or our partners. This may include automated calls, but don’t worry, it won’t impact your ability
to purchase any products or services. You can withdraw your consent anytime, and it’s not a condition
to buy anything, including Medicare Supplement, Medicare Advantage, or Prescription Drug Plans.”
“Could you please say ‘Yes’ if you’re okay with this?”
Medicare Closers Script 2
Hello! Thank you so much for calling!
This is Steven Brown with plan Qoutes on a recorded line, I hope you are in good spirit. How has your day been so far?
It looks like that you’ve inquired about the additional Medicare benefits through our website
It’s my pleasure to guide you through the options available to you, which you may qualify for.
Firstly, I’d like to confirm that you have Medicare Parts A and B both active right. and whats your age it will help us
personalize the benefits to suit you perfectly. After all, we want you to qualifiy for these benefits.
and let me know If you’ve recicing any benefits from your preivous employer any retirment plan VA tricare or any group insurance
Could you share your zip code with me? It’ll help me connect you with the agent in your area. And just out of curiosity,
how’s the weather over there? I hope it’s as pleasant as our conversation today!
Before we proceed, I’d love to get your name pronunciation right. It’s important to me that I address you just as you prefer.
In a moment, I’ll connect you to one of our top-notch licensed agent from your area.
They’re well-equipped to further assist you and present the most suitable options that you may qualify for and keep in mind the conversation
with the licensed agent is a no-pressure zone. so take your time to consider the options, and if you find something that resonates with you,
you can take the next step. And if not, that’s perfectly fine there’s absolutely no obligations to review your plan.
Lastly, as per Medicare’s guidelines, I’ll play a short disclaimer for you just for compliance and quality assurance. Please give it a listen,
and after that, a simple ‘yes’ will allow me to connect you to our dedicated licensed agent. Now i am going to make an inbound call on your behalf
with a license agent and i have your permission to do so.
when license agent come on the line just let them now you are looking for some extra benefits ..
