Notice: This script format is for appointment setters

Seniors Turning 65 Telemarketing Script

Phone Sales Script for agents who only do appointments over the phone

Hello __________ (prospect’s first name)?

This is ___________________ (appointment setter’s first name) with (your licensed

agent’s business name).

I'm calling about your eligibility for Medicare. If you haven’t selected your benefits,
we’d like to go over the steps you must take and the options available to you.

Would you be available tomorrow to speak with a Licensed Insurance Agent?

If NO, ask: When would be a good day for us to give you a call?
Okay perfect, is morning or afternoon best for you?

Alright, our agent will give you a call on ____________ (reconfirm day and
morning/afternoon)

Thank you for taking our call and have a nice day!

Unfavorable response/Rebuttal

I appreciate that __________ (prospect's first name), however, the programs and
rules affecting senior benefits are constantly changing (and we want to make sure
you’re okay.) On that basis, what would be better morning or afternoon?

Frequent: How did you get my number?

th
-You’re in a public Medicare database because you’re near your 65 birthday.

1. You are not with Medicare:

-No, ma’am/sir we are not calling from Medicare, we have licensed specialists in your
area that work with all the top companies. What we do is help you better understand
your plan.

OR -No, ma’am/sir. we're an independent small business licensed with the State.

(Close: We have a local specialist who will be able to provide you with that
information, did you say morning or afternoon would be better?)
 2. I’m not interested:

-Mr/Mrs_______(last name), I understand, but if there were unexpected changes that

were affecting your Medicare plan this year, would that be something you feel you
should know about?

(Close: We have a local specialist who will be able to provide you with that
information, did you say morning or afternoon would be better?)

3. I use the VA:

-Great, It is good that you can use the VA, however there are additional benefits
through Medicare that can be used if there were ever anything not provided through
the VA.

(Close: We have a local specialist who will be able to provide you with that
information, did you say morning or afternoon would be better?)

4. I already have an agent:

-Mr/Mrs_______(last name), itt is good that you have an agent to help you. However,
your agent may only represent 1 company. We partner with every company in the
upstate which will ensure you are in the best plan available.

(Close: We have a specialist in your area that will be able to provide you with that
information. Are you more available in the morning or afternoon?)

5. I don’t want to change my plan:

-Mr/Mrs _______(last name), I understand. You never want to change your plan
unless there are obvious concerns. If you are like most people, the only thing they
know about their plan is the Doctor Co-pay. There could be changes in 2021 with
your plan you haven’t even realized.

(Close: We have a specialist in your area that will be able to help you fully
understand your current plan, did you say morning or afternoon would be better?)

Other questions you may encounter, always use closing statements right after
giving the answer:

Where are we located? We are in _________ (ask your agent for his/her preference).

What insurance company is this? We’re independent, so we work with all of the
insurance companies.

How much does this cost? Our services are free to you, we don’t charge you
anything.

Any other questions you don’t know: I’m just the assistant, but I’m happy to pass your
question to __________ (name of your agent).