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Inbound Training
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Inbound Scripting
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Card Activation PowerPoint
Video Training Link - For Card activation. Must be logged into assurance email to view.
Asking for releases: Email medicare-releases@assurance.com, releases@assurance.com.
If they have tried those they may email mleon@assurance.com
We are going to be getting inbound calls in regards to these letters that were sent out.
We have been notified your application for <product type and carrier>, submitted through Assurance, was recently withdrawn. If this is incorrect, please contact us at [insert phone number] to speak with a licensed customer care representative. Text STOP to opt out of the these message.
We are not allowed to solicit during the return calls, but we can ask questions. These plans were all supposed to be effective on 1/1/2022.
We can use verbiage such as:
we have been notifying those that enrolled with Assurance if their plan was not going into effect on 1/1 and wanted to make sure they are aware and if they had any questions for us.
Some of the BFC won't know they did not get enrolled into their plan...this is because their plan was a DSNP and they didn't have the required LIS or Medicaid for it to go into effect. It could be that the plan was not available in their specific area. It could be because they chose a new plan.
The goal here is to re-shop only those that are requesting it. If they currently have an MA or MAPD we can enroll them into another MA/MAPD after 1/1/2022 with an effective date of 2/1/2022.
Our goal is to make the BFC feel comfortable and build a relationship with them. Hard sales tactics cannot be done during these return calls.
The CCA can ask:
is this in regards to a text that you received from AIQ? We are reaching out to you to see if you have any questions and to make sure that you were aware that your plan with <carrier> will not take effect on 1/1. Are you aware and do you have any questions.
At this point if the BFC was not aware they can ask more questions and ask if they are interested in looking at other possibilities. If they state yes, make an appointment to call them back at the first of the year to complete an enrollment.