Final Expense
The customer's policy has to be less than or greater than what amount?
100K
How old must they be? It is 2 answers.
Because it is open enrollment, they can be any age. After open enrollment, they must be 64 and up.
How many questions are there in the risk assessment?
6
Do you need an active checkings or savings?
Yes. Or you can have an active debit or credit card
What is the difference between dead air and customer hang up?
Customer hang up is when the customer says "hello" and then hangs up the phone. Dead air is when the customer says nothing. You may be constantly saying, "Hello, Mrs.Johnson are you there?" or they don't say anything and hang up.
What are the qualifications?
Do you have a policy?
50-79
State/zip
Active checkings or savings
What is the purpose behind contacting the Medicare recipients?
Check benefits, make sure they aren't being overcharged, and to make sure they have everything they're entitled to.
If they already have a medical alert device, what do you do?
Upsell the newer model.
Can they be on Medicare or Medicaid?
No.
What would you disposition if your customer has a policy that is worth $150,000.00?
Not Eligible. Already has policy
I am interested in the quotes for my husband, but he is in the restroom. Can I get a quote for him? Why yes or why no?
No. He must be beside you and on speaker so he can hear the information as well.
What is the Medicare Plus Card?
It is a discount program for people on Medicare. It helps out with dental, vision, hearing and prescription drug use. It helps to save on out pocket expenses dealing with the 4 described.
What are the qualifications?
None
I am 65. Do I qualify?
No. You have to be under 65
What should you disposition if their phone is very static?
Schedule callback. Bad connection.
What does it mean when the policy is guaranteed issued?
There are no medical exams or health questions?
Medicare Supplement will search plans with the following companies. Name 4.
AARP, Humana, United and Aetna
What word must you not use when pitching MAD?
Free
Does it take 10mins/
Yes
Explain what the disposition CB-No Client Available means?
When you transfer and you get a recording saying, "Sorry, there is no one to take your call".
How long does this process take?
10 mins
I have A and B; however, part B is on its way in the mail today. Can I get the analysis?
No.
What phrase in the MAD script is the secret weapon?
Possibly at no cost.
What is the purpose of this campaign?
To help people that do have health insurance find a cheaper option, and for the people that don't have insurance find coverage.
How does dispositioning a call effect your conversion?
You want to make sure you are dispositioning correctly because if you make a mistake and disposition as not interested instead of dead air. It makes it seem like you had an opportunity to sale and you lost it, but in reality there was no one there to sale to.