Notice: This script format is for appointment setters.

Seniors Turning 65 Telemarketing Script

F2F meaning Face to Face for agent’s who does in-home appointments

Hello, I’m looking for __________ (prospect’s first name only)?

This is ______ (appointment setter’s first name) with (business name of your licensed
agent). How are you?

The reason for the call is we work with seniors turning age 65 in your area to help
them better understand their Medicare benefits.

We would like to provide you with important information regarding Medicare in 2021 that
may affect your plan selection. We have a local specialist that will be in your area
tomorrow who can help you better understand your benefits. IT USUALLY TAKES
BETWEEN 5-10 MINUTES.

What time tomorrow are you best available (morning

or afternoon)?

(If morning, book any open morning slots, and same

for afternoon)

(Verify Address 1 and Address 2 shown on Salesdialers)

I would just like to verify, you are at _____________?

Great, if you have a pen available please write this down. The Medicare specialists’
name that will be helping you is ________ (name of agent).

He/she will be arriving in a (color and type of car ex. white sedan)----optional,
communicate with your agent if he/she prefers to include this.

We will see you on ___________ (day and time, reconfirm appt time).

Thank you for your time. Have a great day!

(Scroll down to view rebuttal responses)

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).