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COMBO HEALTH INSURANCE FRONTER SCRIPT

INTRO: (You can choose one)

We are calling you back regarding to health insurance. Are you still, shopping around
and looking for health insurance?

Hello Good morning, Hi this is Andy Robson and Im calling you from health insurance
enrollment center
-Would you be interested in a free health insurance quote?
Well That’s not a problem. How about dental coverage? Are you interested?

OKAY WELL THANK YOU SO MUCH FOR CATCHING UP MY CALLS, HAVE A GOOD DAY,
BYE!

If YES: GO TO QUESTION #1

Oh that’s great. May I please have your name to address you properly? IF YOU CAN’T
UNDERSTAND(Can you please repeat it again for me / Can you please spelled it out for
me)

Okay thank you so much for that so your name is ______________ is that right?okay well

I just need to ask you a couple of questions so I can transfer you to our license agent okay?

Now can I start by asking how old you are? Are you under 64 years old or are you over than
that?

(If under 64 ½ use the under 65 script)

(If between 64 ½ and 79 use over 65 script)
IF OVER 64 ½

2. So do you currently have Medicare part A and part B?

Medicaid.00 for Individuals and $300. I HAVE CUSTOMERS NAME ON THE LINE . If they are ok paying up to $100per month.00 for families. If NO. The plans we have available start at $150. If No. SHE’S/HE’S LOOKING FOR A FREE QOUTE FOR MEDICARE SUPLIMENTS OR MEDICARE ADVANTAGE PLAN. ARE YOU READY TO BE CONNECTED? OKAY THANK YOU. Medicare or Social Security? If yes: oh! So are you simply looking for a free coverage? Or is that okay with you to pay at least $100 per month? If they are looking for free. UNDER 65 Script 1. SHE’S/HE’S LOOKING FOR A FREE QOUTE FOR HEALTH INSURANCE WITH $100. I HAVE MR/MS. Are you on any type of government assisted programs like disability. then end call.CUSTOMERS NAME ON THE LINE NOW. ARE YOU READY TO BE CONNECTED? OKAY THANK YOU.then go to question #3 2. then transfer call to D2 OKAY SO KINDLY HOLD FOR A SECONDS AND I WILL TRANSFER YOU NOW TO OURLICENSE AGENT OKAY? When the license agent pick up the phone HELLO THIS IS _______________.If Yes.Are you currently shopping for Medicare supplements or a Medicare advantage plan? If Yes. then transfer call to D3 OKAY SO KINDLY HOLD FOR A SECONDS AND I WILL TRANSFER YOU NOW TO OUR LICENSE AGENT OKAY? When the license agent pick up the phone HELLO THIS IS _______________. then transfer to D1 OKAY SO KINDLY HOLD FOR A SECONDS AND I WILL TRANSFER YOU NOW TO OUR LICENSE AGENT OKAY? . Is that within your budget for health insurance? If yes.End call.

SHE’S/HE’S LOOKING FOR A FREE QOUTE FOR HEALTH INSURANCE WITH $100.When the license agent pick up the phone HELLO THIS IS _______________. one of our LICENSED AGENTS can help you to shop around for a BETTER health insurance plan. then transfer to D2 OKAY SO KINDLY HOLD FOR A SECONDS AND I WILL TRANSFER YOU NOW TO OURLICENSE AGENT OKAY? When the license agent pick up the phone HELLO THIS IS _______________. and im calling you from health insurance enrollment center -Would you be interested in a free quote for health insurance? IF YES transfer to D4 then click blind transfer OKAY SO KINDLY HOLD FOR A SECONDS AND I WILL TRANSFER YOU NOW TO OURLICENSE AGENT OKAY? Rebuttals for possible objections on questions of the clients What is the name of your company? We’re calling in behalf of Health Direct. If NO/Not Interested/Already Insured: Okay! That’s not a problem. SHE’S/HE’S LOOKING FOR A FREE QOUTE FOR HEALTH INSURANCE WITH $150. If no. we connect people who are looking for health insurance and we transfer them to the licensed agent okay? Where are you located? Our headquarters is located here at reverdale California. IF INCASE THAT THE LEADS STATUS IS DARK BLUE YOU SHOULD ONLY ASK Hello Good morning. then ask if they would be interested in speaking to a representative regarding a discount health plan that costs under $100. Hi this is [REP NAME]. I HAVE CUSTOMERS NAME ON THE LINE NOW. I can go ahead now and connect you to them okay? . ARE YOU READY TO BE CONNECTED? OKAY THANK YOU.00? If they say yes to a discount health plan. ARE YOU READY TO BE CONNECTED? OKAY THANK YOU. I HAVE CUSTOMERS NAME ON THE LINE NOW.

if you don’t mind may I know who am I speaking with? Oh how about you First Name or Mr. Last Name are you looking for health insurance? IF NO END CALL d1 for under 65 under $150/month budget d2 for under 65 under $100.If NO TIME/ BUSY: I understand that you’re busy right now. I’m also busy you know! But we’re only here to provide you free information that we believe could benefit you.month budget d3 for people over 65 years old you click transfer-conf then click d1 d2 or d3 then click dial with customer then introduce the client to the license agent then click the leave 3 way call d4 DARK BLUE STATUS blind transfer NO SALE STATES D1: AK CT DC HI ID KS MD MA MN MO MT NH NJ NY NC ND OR SD VT WA . just give us 2mins or so and I will not waste your time okay? if NO arrange Call Back ARRANGE CALL BACK OKAY SO WHAT WOULD BE A BETTER TIME FOR ME TO CALL YOU BACK? OR OK SO WHAT TIME DO YOU PREPARED TO BE CALLED ON? If the client is not qualified/ not interested/already have an insurance and you’re about to hang up the phone: “Oh I think you got a wrong number” Rebut: Oh I’m really sorry for that.

D2: AK. WA. MA . CT. FL. VT. UT. RI.