Script
1st step of the sales process
What is Introduction?
Mrs. Mary has just received her red, white, and blue card that says her A&B will start 7/1/2025.
What is IEP?
NLS
What is 0-1-2?
Ms. Jones has A&B, VA coverage, and a MAPD plan but no longer wants to the med coverage since she gets it through the VA but does want the benefits
What is CDC?
I don't have time for this
What is ' I completely understand, Let's just make sure you're getting all the benefits you're entitled to. What's your zip code?'
2nd step of the sales process
What is Fact finding/qualification & needs?
Mr. Johnson mentioned she used to pay $3 for medications and now she has to pay full price
What is NLS?
MCD
What is 0-1-2?
Katie has recently turned 65 last month and just started using her new plan BUT she doesn't like it and wants to switch. Plan started with her A&B on 03/01/2023 today is 3/30/2023
OEP-N
I did this last week
What is ' I completely understand, I'm still going to do everything I can to make sure you're getting all the benefits you're entitled to. What's your Zip code?'
How you identify yourself on the call
What is my first AND last name?
A:08/01/1990
B:06/01/2025
What is ICEP delayed part b?
ICEP
3-1-1
Mr. Nick has just retired last month and needs coverage since his employer coverage ended when he retired.
What is LEC?
I already pay 0 for everything
What is ' I completely understand. Let's make sure you're getting all the benefits you're entitled to. Do you have part A&B?'
What you should start building from the beginning of the call up until transfer
What is Rapport?
Mrs. Alex mentioned she used to not have any copays since she has Medicaid but now she pays copays
What is MCD?
MOV
What is 1-1-2?
Mr. T has had his A&B for years due to his disability & is turning 65 next month. To celebrate he's looking to get a new plan
What is IEP-2?
How many times are you all going to call me in one day
What is ' I understand getting multiple calls can be frustrating, let's go ahead and take a look at the benefits entitled to you so this can be the last one, what's your zip code?'
All 5 steps of the Sales process
What is Introduction, Fact find, Plan presentation, Close, and Enrollment?
Mr. Shawn has a house in Florida and Texas. He also has a Chronic Condition
What is CSNP?
AEP
What is Oct. 15th to Dec. 7th?
October 20th Austen calls in saying he needs a plan and has recently moved.
What is MOV?
I don't want to do this I just enrolled yesterday
What is ' I completely understand. We just want to make sure that you were properly taken care of and are receiving all the benefits you are entitled to. What's your zip code?'