SCRIPT

Hello? Hi this is Usher with Health Care Benefits.

How u doing today?

*Fantastic*

The reason why I called you is to provide you free quote options for your Medicare 2021 and
we are calling to make you aware of these benefits.

1.) So, Do you have Medicare Part A and B right?

Okay… Just wanted to confirm that,

2.) Do you pay any co-pays whenever you visit the doctor?

(If yes)
Okay, so you have Medicare advantage plan and we guys will help you to lower down your
co pays and get you the additional benefit without any cost like dental, vision, prescription,
transportation and other benefits.

(If no)
Okay, so you have Medicare supplement plan and we guys will help you to lower down your
premium on secondary plan.

3.) Do you have any major condition in the past 2 years such as Cancer or Heart attacked?

4.) Just to confirm how old are you?

(If, below 65)
Ask, are you on any kind of disability ? (if yes) proceed to the call, (if no) drop the call.

5. ) How about your Zipcode?

(Check on the list)
(If the Zipcode is not on the list) I’m so sorry, upon checking with your Zipcode you’re not
qualified for the additional benefits. Thank you for taking this call, have a great day!

6.) Okay.. just to make sure you understand, this call is about your Medicare part A&B along
with additional benefits, so would you be interested in learning more about it?

7.) That's all done from my side to check your eligibility I'm going to fetch you up with my
license agent who will provide you more details. So all you need to do is listen to them so
that you can have an idea about all the additional benefits. Just hold on I'll connect you with
my agent. OK? (Proceed to the Tranfer-Confe)

(If customer says i am not interested or i don’t want to change)

You do not have to change or purchase anything its just an information call for your
medicare have a look on it and get your benefits otherwise no cost no obligations at all.
GUIDELINES FOR TRANSFERRING CALL

1.) (IF, CX IS REALLY INTERESTED, WANT TO AVAIL THE ADDITIONAL BENEFITS AND YOU
GATHERED ALL THE INFOS YOU NEED) DIRECT C2, C4, C6

1.) CLICK, TRANSFER-CONFE

2.) CLICK THE PRESETS

3.) CHOOSE, C2 OR C4 OR C6

4.) CLICK, DIAL WITH CX

(EXAMPLE IF U CLICK THE C4 ON PRESETS)

1.) WAIT UNTIL THE LICENSE SPECIALIST ANSWERED THE CALL

2.) WHEN LICENSE ANSWERED IT, YOU WILL INTRODUCE THE CX TO HIM/HER

3.) THEN IF IT’S DONE AND THEY START TALKING ABOUT THE ADDITIONAL BENEFITS, START
THE 300 SECS.

4.) YOU CAN ANSWER THE ZTECH FORM, BUT DON’T SUBMIT THE FORM WHEN 300SECS IS
NOT YET FINISHED

5.) WHEN 300SEC ON LICENSE IS DONE, CLICK LEAVE 3WAY CALL

(DISPOSITION CALL SCREEN)

6.) DOUBLE CLICK SALES MADE

7.) GO TO YOUR GOOGLE FORM THEN SUBMIT IT

THEN THAT’S IT THE CALL WAS TRANSFERRED

CALL BACK

1. ) DISPOSITION CALL SCREEN 5.) COPY PASTE THE NUMBER

6.) THEN CLICK DIAL NOW

2.) CLICK, PAUSED AGENT DIALING

3.) SUBMIT

4.)CLICK, MANUAL DIAL