Overcoming Common Objections

Are you Medicare?

“We partner with carriers to offer Medicare Advantage and Medicare
Supplement plans” OR “We partner with carriers to offer health plans”

Are you a licensed agent?

“I’m an Advocate. I’m responsible with gathering your basic
information and ensuring you get to the agent best suited to help you.”
Avoid referring to yourself as a ‘screener’

Why do you need my information?

“I need to connect you with an agent licensed in your area.”

How do you help save me money/get me additional benefits?

“Our agents will be able to compare plans and present you with the best options based on your
needs and budget.”

Disconnecting from the call

If no one responds after the greeting:
“Hello, caller, are you on the line?” Pause 3 seconds. “Is anyone on the line?” Pause 3 seconds.
“I’m disconnecting from the call.” CLICK

If the caller does not qualify:

Due to No A and B: “Without both A&B, we are
unable to assist you further. Once enrolled in both A&B,
please give us a call. Have a great day!” CLICK.

Not Medicare eligible: “Once you become Medicare

Eligible, please give us a call back and we can assist you
in your selection. Have a great day!” CLICK.

If no Agents in Area: “It looks like we don’t have any agents in your area. I apologize for the
inconvenience. Have a great day!” CLICK.