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The next step is to get you over to a licensed agent to compare your group coverage with Medicare plan options. May I go ahead and transfer you?
If Yes: It’s been a pleasure speaking with you. Please hold for a moment while a transfer you. I’ll stay on the line to ensure the transfer goes smoothly.
Place on hold and transfer. Follow the Warm Transfer Process.
If No: Ask probing questions to understand why they are not interested in transferring. If they don’t have time today, offer to schedule an appointment. Emphasize the value of receiving enrollment assistance into parts B. Emphasize the value of receiving enrollment assistance into MAPDs/Gaps/PDPs. If they continue to decline, offer to schedule an appointment.
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The next step is to get you over to a licensed agent to further assist by reviewing the plan options available in your county. May I go ahead and transfer you?
If Yes: It’s been a pleasure speaking with you. Please hold for a moment while a transfer you. I’ll stay on the line to ensure the transfer goes smoothly.
Place on hold and transfer. Follow the Warm Transfer Process.
If No: Ask probing questions to understand why they are not interested in transferring. If they don’t have time today, offer to schedule an appointment. Emphasize the value of receiving enrollment assistance into parts A&B if applicable. Emphasize the value of receiving enrollment assistance into MAPDs/Gaps/PDPs. If they continue to decline, offer to schedule an appointment.
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