Process:
2 agents will be assigned 30 leads per day
The goal for the outbound agents is to enroll by engaging in conversation and getting them excited about our plan options
Give your harness number for pending callbacks for inbound enrollments
Also, leave your harness number on outbound messages
You must keep track of each dial to know when you’ve reached 30 outbounds
Once you’ve dialed 30, notify MG 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 one of the Steward Medical Group facilities which includes a number of hospitals around the MA area, 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 one of the Steward Medical Group facilities which includes a number of hospitals around the MA area, 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/days]. 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