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
...
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
...