* I have just a few questions to see if anything has changed since we last met you:

 In the past 12 months have you been in the hospital or received home health care?
 In the past 12 months have you had – a heart attack, congestive heart failure, stroke,
transient ischemic attack(TIA), heart surgery/bypass, or cancer (other than skin cancer)?
 In the past 12 months have you been diagnosed or treated for, COPD, emphysema,
chronic bronchitis, INSULIN DEPENDENT DIABETES, or liver or kidney disease?
If YES do not set and let them know their advisor will be in contact with them to discuss any
changes to their plan.

Great. Mr/Ms. ____________ (advisor) will be in your neighborhood tomorrow visiting with a few
other customers over the phone and in person which do you prefer? Great he/she has a ___
o’clock or _____ o’clock be better for you?

Sounds GREAT. Again, we want to thank you for being a PREFERRED CUSTOMER. ____________,
advisor, will see you at ______ o’clock tomorrow to review your new benefit options to help cover
your hospital copays and other benefits

THANKS AND ENJOY THE REST OF YOUR DAY!