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Warm Transfers

Warm Transfers

Owned by Michael Gaudette (Unlicensed)
Dec 13, 2022
1 min read

Follow this process for warm transfers

  • Place the participant on hold prior to the transfer.

  • Speak with the agent to let them know you have [participant name] on hold.

  • Let the agent know any pertinent details including:

    • If they are aging-in vs currently on group coverage without part B

    • If customer has confirmed enrollment status into Medicare A/B and/or Group coverage

    • If customer is unsure of their enrollment situation

    • If customer has expressed interest in receiving assistance enrolling into A/B

    • If customer has expressed interest in learning about MAPDs, Gaps, PDPs

    • Etc

  • Take the participant off hold:

    Mr/Mrs [participant name]?
    Thank you for holding, I have [agent name] on the line with us. He/she will assist you from here. I’ll go ahead and drop off, have a great day!