Beruflich Dokumente
Kultur Dokumente
5
(Billable, Budget, Medicare options)
1a Opening
“HI (first name) this is ______ I'm calling in regards to affordable Health insurance are you insured now?” (If
no, go to Section 2 Qualifying)
9) Customer asks a *Buying Question*“That’s a great question, I have you matched to a licensed agent who can
answer all your questions, but first are you looking for yourself or a family plan?” ( Go to Section 2 Qualifying)
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Section 2: Qualifying: “Great, I’m calling from NATIONWIDE HEALTH, and we are an enrollment center in the
state of (STATE)-my job is to ask you a few simple questions, then transfer your call to an agent who will help
you locate the BEST INSURANCE PLAN for the LOWEST RATE how many people in your household will you be
insuring?
Section 3 Qualifying
3a If Individual:
Great, we can help save you money, our average plan starts at $200 per month with FULL PPO Access- If we are
able to find you a plan at this price and better than what you have now, can you afford to begin coverage in
the next 30 days? (Need a clear YES!) (If not a clear YES use your Section 4 Rebuttals)
3b If 2 People:
Great, we can help save you money, our average plan starts at $300 per month with FULL PPO Access- If we are
able to find you a plan at this price and better than what you have now, can you afford to begin coverage in
the next 30 days? (Need a clear YES!) (If not a clear YES use your Section 4 Rebuttals)
3c If Family:
Great, we can help save you money, our average plan starts at $400 per month with FULL PPO Access- If we
are able to find you a plan at this price and better than what you have now, can you afford to begin coverage
in the next 30 days? (Need a clear YES!) (If not a clear YES use your Section 4 Rebuttals)
Budget Transfer!
Ok, Well here’s what I can do, I have a department that can offer more affordable options
that you MAY qualify for. I am going to transfer you now to a Licensed Agent, OK? (If
customer says YES to BUDGET TRANSFER- Select ‘NO’ on Budget Requirement form and Go to
5a)
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Section 5 (PREQUAL before XFER)
5a Qualifying“Ok Great, I need to know, are you currently on Medicare or Medicaid?” (If “NO” go to 5b, If
“YES” go to “5a Follow-Up’’)
5a Follow-Up: “Since you are on Medicare or Medicaid, Do you currently have MEDICARE PART A and B? (If
“YES” select YES on MEDICARE A and B Customer Form and go to MEDICARE TRANSFER. If “NO” you must
K.O.)
MEDICARE TRANSFER:
“That’s Great, I am going to transfer you to the department that specializes in those products. One Moment
Please.” (Transfer Call)
5b Qualifying: “Alright, I just have ONE LAST question before I transfer you: Do you have any upcoming
surgeries or are you looking to cover pregnancy with your health plan?” (If ‘YES’ K.O./ If ‘NO’ read 5c)
5A/5B KNOCKOUT
Unfortunately, I can’t help you past this point, I wish you the best of luck in your search, have a great day.
5c Before Xfer:
“Great, what I’m going to do is place you on very brief hold, and transfer your application to a senior broker in
your state that will search ALL your options and find you the best possible plan for the best price okay? Great
one moment please.” (XFER CALL)
5d (When call is answered by lead recipient)“Hi, This is NATIONWIDE HEALTH, I have (customer’s first name)
on the line. He/She is looking to cover himself/herself or his/her family. (Customer’s first name) You’re in
good hands, I am getting off the line now.” (Disposition lead as (xfered call).