Outbound Medicare Advantage Call..

Hello, am I speaking with ?

This is from The Health Scout on a recorded line. You requested information online about Medicare insurance options. I am calling to see if we can possibly increase your benefits and save you money!
Just to confirm, do you currently have Medicare Parts A and B?

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Are you in the process of enrolling for parts A & B?

Down Sell Offer-FE

Qualifying Questions

• Are you between the ages of 50 and 79 years old?

IF YES: Ok, Great! Are you interested in making sure you are getting the best coverage for the best possible price, and in making sure you have enough coverage?

IF NO: Ok, Great! Are you interested in getting information about life insurance options to ensure that if something happens to you, your loved ones will be taken care of financially with the best coverage for the best possible price?

• Do you currently have an active final expense life insurance policy?

IF QUALIFIED: Great! You may qualify for a life insurance that guarantees payment of a stated death benefit if the covered person passed away on a specified term. Upon death, the significant benefit can replace lost income, pay for funeral cost, etc. I will transfer you now to a licensed agent in your state so you can hear your options, okay? MUST BE YES

Thank you for answering my questions. We are almost done here. For our licensed agent to further assist you, I just need to confirm some information.

1.   I have your full name as , is that correct?
2.   You currently live in the state of Wyoming, is that correct?
3.   And the best phone number to reach you is , is that correct?


Medical Alert Budget

A medical alert system can keep you and your loved ones safe and secure in the event of an emergency, allowing you to maintain your independence and quality of life. There are no long-term contracts, no activation fees, equipment is included, and the service plan is only about $40 per month. Would that be within your budget?



Pharmacy Survey

Do you have Medicare?

IF YES: You may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and zero co-payments. Do you take 6 or more prescription medications?

IF YES: Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, okay?


Hand-Off


Transfer FE Downsell:  6626321190


I have here interested to hear options for a term life product with coverage between $5000 & 50000. He is from the state of Wyoming. His phone # is . Can you take the call?

IF YES: Thank you both. I will disconnect from the call now.


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It’s a good idea to check your Medicare insurance regularly to make sure you’re getting all the benefits you’re entitled to at the lowest cost. There may be plans that can help pay for co-pays and deductibles not covered by Medicare and you may be eligible for extra benefits like dental, vision, hearing and prescription drug coverage – at no additional cost beyond the Medicare Part B premium you pay now!

We can provide you with a free, no obligation-consult from a licensed insurance agent in your state to determine if you’re getting the best benefits at the lowest cost. It would just take a few minutes and I can transfer you to a licensed agent now, okay?

Down Sell Offer-FE

Qualifying Questions

• Are you between the ages of 50 and 79 years old?

IF YES: Ok, Great! Are you interested in making sure you are getting the best coverage for the best possible price, and in making sure you have enough coverage?

IF NO: Ok, Great! Are you interested in getting information about life insurance options to ensure that if something happens to you, your loved ones will be taken care of financially with the best coverage for the best possible price?

• Do you currently have an active final expense life insurance policy?

IF QUALIFIED: Great! You may qualify for a life insurance that guarantees payment of a stated death benefit if the covered person passed away on a specified term. Upon death, the significant benefit can replace lost income, pay for funeral cost, etc. I will transfer you now to a licensed agent in your state so you can hear your options, okay? MUST BE YES

Thank you for answering my questions. We are almost done here. For our licensed agent to further assist you, I just need to confirm some information.

1.   I have your full name as , is that correct?
2.   You currently live in the state of Wyoming, is that correct?
3.   And the best phone number to reach you is , is that correct?


Medical Alert Budget

A medical alert system can keep you and your loved ones safe and secure in the event of an emergency, allowing you to maintain your independence and quality of life. There are no long-term contracts, no activation fees, equipment is included, and the service plan is only about $40 per month. Would that be within your budget?



Pharmacy Survey

Do you have Medicare?

IF YES: You may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and zero co-payments. Do you take 6 or more prescription medications?

IF YES: Great! Someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, okay?


Hand-Off


Transfer FE Downsell:  6626321190


I have here interested to hear options for a term life product with coverage between $5000 & 50000. He is from the state of Wyoming. His phone # is . Can you take the call?

IF YES: Thank you both. I will disconnect from the call now.


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Great! I just need to quickly verify some information before I transfer you.

1.   I have your full name as , is that correct?
2.   And your address as , is that correct?
3.   What is your date of birth?
4.   I have your email address as , is that correct?
5.   And the best phone number to reach you is , is that correct?


Pharmacy Survey

You may qualify for extra pharmacy benefits like free home delivery, time-of-day packaging, automatic refills and ZERO co-payments. Do you take 6 or more prescription medications? [Wait for Response]

IF YES: Great, someone from ExactCare Pharmacy will call you back to tell you more about what you qualify for, okay? [Wait for Response]

IF NO: Skip to next question.


Medical Alert System

Are you at least 60 years old? [Wait for Response]

IF YES: A medical alert system can keep you and your loved ones safe and secure in the event of an emergency, allowing you to maintain your independence and quality of life. There are no long-term contracts, no activation fees, equipment is included, and the service plan is only about $40 per month. Would that be within your budget?

IF YES: Would you like to speak to a medical alert specialist who can tell you more about the product?

IF YES: Great, I will have someone from Seniors Life Safety ® call you back shortly.


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Thank you so much. I’ll stay on the line with you and introduce you to the insurance agent who will be helping you. Please hold while I transfer you, OK?


Transfer Med Adv (Under 65):  2247029623


Hi! This is . I have on the line right now from the state of Wyoming interested in Medicare insurance options. Can you take the call?

IF YES: I will drop off the call now. Thank you both!

IF NO: Qualify for FE Downsell Offer

IF TRANSFER NOT ANSWERED: I’m sorry, it looks like all of the licensed agents in your state are busy helping other customers right now. I don’t want you to have to wait, so I can arrange for for us to call you back and get you connected with one of the licensed agents, OK?

IF YES: Okay, great! Please stand by for their call!



Responses

 Doesn't Want to Provide Information

 General Not Interested

 Wants Information Sent Via Email

 I Already Have an Existing Plan