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Process:

  • Each agent should dial 30 outbounds per day

  • The goal for the outbound agent is to enroll by engaging in conversation and getting them excited.

  • Give you harness number for pending callbacks for inbound enrollments

  • Also, leave your harness number on outbound messages

  • Every outbound call for the Steward campaign should be entered into the call tracking form

  • The customer phone number in the call tracking form should be entered in the following format: 5556667777 (ie no parentheses or hyphens)

  • You must keep track of each dial to know when you’ve reached 30 outbounds

  • Once you’ve dialed 30, notify Mike Gaudette who will notify WFM to update your skilling back to regular inbound

Outbound Script if Answered:

Hello, is this [customer name]?

Hi, [customer name], how are you? My name is [agent name] and the reason I’m calling you is because during your last visit to Steward Medical Group you had filled out a form requesting some information on the new 2023 benefits for Medicare. Do you remember filling out that form?

Okay Great, again my name is [agent name] with Eternal Health, your hometown Medicare Advantage plan. May I ask what prompted you to request a call? Are there any additional benefits you’d like available for the coming year?” [engage in conversation and migrate to the inbound script]

Outbound Voice Message:

Hello, this is [agent name] calling for [customer name]. The reason I’m calling you is because during your last visit to Steward Medical Group you had filled out a form requesting some information on the new 2023 benefits for Medicare.

Again my name is [agent name] with Eternal Health, your hometown Medicare Advantage plan. Please give me a call back at [harness number]. My hours are [Scheduled Hours]. Please leave me a message in case I’m on another call and I’ll reach back out as soon as possible. Thank you, have a great day!

Below are the facilities in the Steward network:

Callback Agreement Form:

Each customer we are dialing has completed this form

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