MEDICARE

This documents the entire Medicare webform and hesitations that you may encounter.

INTRO

Hello (customer’s first name)?

Hi (customer’s first name), this is (your name) with Smart Financial on a recorded line. Regarding the insurance quote you requested. I just need to verify a few things you submitted. Please let me know if I need to make any corrections. Just to confirm, you are interested in getting a quote for medicare insurance, correct?

***Continue to verify the information needed on the quote form and ask the mandatory questions in order.

VERIFICATION

WEB FORM QUESTION

CUSTOMER HESITATION / NOTES

PRESCRIBED REBUTTAL

Just to confirm, you are interested in getting a quote for Medicare Insurance, correct?

SKIP THE NAME AND PHONE NUMBER
Update when necessary

It says here you entered 90210 for your ZIP code, correct?

And the date of birth you entered is 09/23/1991, is that correct?

Note: Read the date of birth as September 23, 1991. Do not read as numbers.

Do you have Medicaid, receive extra help on your medications or have a low-income subsidy?

Note: If the cx answered in the middle of you asking this question, acknowledge the cx and continue asking the rest of the question. Example:

Agent: Do you have Medicaid..

Customer: No.

Agent: Okay, do you receive extra help on your medication or have a low-income subsidy?

This question only appears if the answer to the previous question is YES

Ok, thank you. Many people in your situation choose to enroll in a Medicare Advantage plan. Are you interested in speaking with a licensed agent about Medicare Advantage plans?

Page updated

Report abuse