Overview
The goal is to get the participant’s buy-in to speak with a licensed agent. Warm transferring should be the first priority. Schedule an appointment if transferring is not an option.
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If yes: Great, what I’ll do on today’s call is provide you a basic overview of Medicare. Next, I’ll verify the information we have on file for you and then I’ll transfer you to a licensed agent who will review plan options with you. Does that sound ok?
In case we get disconnected, may I call you back at this same number?
Medicare Overview
Make sure you are familiar with Medicare Basics as outlined in Medicare.gov. Here are the main points to cover:
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Enter the information into the Appointment Formsystemas you gather it.
Next, I’d like to verify the information we have in our records.
Your address is [address including street, apt, city, county, state, zip] correct?
May I have your email address please?
Your DOB is [DOB] correct?
Do you currently have part A?
If No: Will you be eligible for part A on or before March 1, 2023?
Do you currently have part B?
If No: Will you be eligible for part b on or before March 1, 2023?
Agents are available Mon-Fri. Which weekday works best for you?
Does [Time 1], [Time 2], or [Time 3] work best?
Scope of Appointment
Medicare Transition Services offers Medicare Advantage HMO's and PPO's along with Supplement and Part D plans? Do you agree to discuss these plan types with a licensed agent at the time of your scheduled appointment?
If Yes: Proceed to next section - Wrap Up
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Hello, may I please speak with _____? Yes, this is ____ calling from Medicare Transition Services. We have received notice that you have recently had a change in your employer medical coverage. The purpose of this call is to review your current status to ensure there are no gaps in your health coverage. We can also review Medicare options available to help determine if Medicare is a good fit. The call will only take a few minutes and together we can ensure you are taking advantage of all the benefits you are entitled to.
If yes: Great, what I’ll do on today’s call is provide a basic overview of Medicare. Next, I’ll verify the information we have on file for you and then I’ll transfer you to a licensed agent who will review plan options with you. Does that sound ok?
In case we get disconnected, may I call you back at this same number?
Medicare Overview
Make sure you are familiar with Medicare Basics as outlined in Medicare.gov. Here are the main points to cover:
...
If No: Ask probing questions to understand if there are underlying concerns with speaking to an agent. Try to overcome concerns and get buy-in for the appointment.
Appointment FormEnter the information into the Appointment Formas you gather it.
Next, I’d like to verify the information we have in our records.
Your address is [address including street, apt, city, county, state, zip] correct?
May I have your email address please?
Your DOB is [DOB] correct?
Do you currently have part A?
If No: Will you be eligible for part A on or before March 1, 2023?
Do you currently have part B?
If No: Will you be eligible for part b on or before March 1, 2023?
Agents are available Mon-Fri. Which weekday works best for you?
Does [Time 1], [Time 2], or [Time 3] work best?
Scope of Appointment
Medicare Transition Services offers Medicare Advantage HMO's and PPO's along with Supplement and Part D plans? Do you agree to discuss these plan types with a licensed agent at the time of your scheduled appointment?
If Yes: Proceed to next section - Wrap Up
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