Professional Documents
Culture Documents
SCRIPT
SCRIPT
2022
Section 1: Opening:
“HI (first name) this is ______ I'm calling in regards to affordable HealthCare are you insured now?” (If they
say NO, go to SECTION 2. If objection or they say YES, REBUTTAL)
“Great, I’m calling from THE HEALTH CENTER, and we work with insurance agencies in your state. My job is
to ask you a few simple questions, then I will connect you to a licensed agent who will help you locate
the BEST HEALTH PLAN for the LOWEST RATE. Are you looking for coverage for yourself or your family?”
MEDICARE & MEDICAID: “Understood! And are you currently on Medicare or Medicaid?” (If “YES”, GO TO
“MED BONUS TRANSFER”)
SURGERY & PREGNANCY: “Do you have any upcoming surgeries or are you looking to cover pregnancy with
your health plan?” (If “YES”, SET FORM TO “SILVER” AND GO TO “TRANSFER”)
CLOSE: “Terrific, this all looks good (First Name), We can help save you money. The average Health Plan
starts around $200 per month. If we are able to find you a plan around this price and better then what you
have now, can you afford to begin coverage in the next 30 days?” (If “YES”, SET FORM TO “GOLD” AND GO
TO “TRANSFER”. If “NO”, SET FORM TO “SILVER” AND GO TO “TRANSFER”)
CALLBACK: “I would be happy to call you back (Customer’s first name). When will be the best time to
contact you?” (SCHEDULE CALL BACK)
KNOCKOUT: “Unfortunately, I can’t help you past this point. I wish you the best of luck. Have a great day.”
(END CALL)
TRANSFER: “Got it AND You do have a few minutes right now to speak with a licensed agent about
affordable health plans, correct?” (MUST BE YES/IF NO SCHEDULE CALLBACK)
“GREAT! I’m getting an agent on the line now. I’ll be staying on the line with you so I can make a Quick
Introduction, OK? Hold-on with me for just a moment.” *HIT TRANSFER CALL* (If they stop and ask for CB or
say they don’t have time, DON’T FORCE THROUGH)
Small Talk If Transfer is taking longer than 10 seconds (Hold Music or Ringing):
Option 1) “I am still on the line with you, sounds like a busy day.”
Option 2) “The Agent will be with us shortly – I am staying with you until they answer.”
HANDOFF: “Hi, I have (customer name) on the line. They are looking for an (individual or family) plan.
You’re in good hands, I’m getting off the line now.” (CLICK “Leave Conference Call”)
MED BONUS TRANSFER: “Since you are on Medicare or Medicaid, do you currently have MEDICARE PART A
and B?” (If “YES”, SET FORM TO “MED” AND PUSH FORWARD. IF “NO”, K.O.)
“That’s Great, I am going to connect you to the department that specializes in those products. One Moment
Please.” *HIT TRANSFER CALL* (If they stop and ask for CB or say they don’t have time, DON’T FORCE
THROUGH)
Small Talk If Transfer is taking longer than 10 seconds (Hold Music or Ringing):
Option 1) “I am still on the line with you, sounds like a busy day.”
Option 2) “The Agent will be with us shortly – I am staying with you until they answer.”
“Hi, I have (customer name) on the line. You’re in good hands, I’m getting off the line now.”
(CLICK “Leave Conference Call” AND SELECT “MED BONUS TRANSFER”)