Rebuttals
Asked for Sale
Miscellaneous
Compliance/3C's
100

A rebuttal is a sales point/pivot made after ___________.

A prospect turns down the initial sales offer/enrollment

100

Asking for Sale is the first part of the _____________.

Offer tree

100

The Annual Election Period is from October 15th to __________.

December 7th

100

If a prospect is disoriented and is having trouble with simple concepts, it would be important to _____________.

Ask if there is anyone who usually assists them with selecting their medical coverage.

200

Ruttals often follow the _________.

Offer tree

200

 Offering to enroll someone should happen after __________.

The plan has been fully presented.

200

Prospects need _________ and __________ to enroll in either a Medicare Advantage plan or a Medicare Supplement plan.

Parts A + B

200

Bloom likes to adhere to the 3 C’s. These are _______, _________, and ______.

Cost, care, coverage

300

If a prospect is not happy with the initial plan that was presented, you can ________.

Pivot to reviewing another plan.

300

When asking for the sale, it’s a great practice to recap on __________.

Why the plan is a good fit for the prospect’s expressed needs.

300

Medicaid and LIS are programs that assist people who are ___________.

Low income

300

When asking for the sale, it’s important to get a clear ________.

Yes/agreement to enroll

400

If a prospect does not like having to pay copays every time they go to the doctor on their PPO, they may be interested in ______________.

Medicare supplement plan options.

400

If a prospect calls in September, wanting to get a jump start on plans for next year, the best next step would be to __________.

Schedule a call back for/after October 1.

400

You can get Medicare if you are under 65 if you ______________.

Are disabled for 24 months / have Lou Gehrig’s disease (ALS)

400

A prospect may be interested in an MA-only plan if they have _________.

Other creditable drug coverage, like through the VA/Tricare for Life

500

If a prospect says they like the plan but need more time to think about the coverage, the best next step would be to ____________.

Ask if there’s anything that they are unhappy with / Offer to answer any questions they may have.

500

If a prospect is having a hard time understanding the coverage on a plan over the phone, many programs offer ________ that may be more beneficial.

Home visits

500

Medicaid and LIS recipients recently had an SEP change from being able to enroll in a new Medicare Advantage/PDP plan each quarter to now being able to enroll in a _____________ monthly.

PDP

500

We are not allowed to accept ________ responses from our prospects.

Coached