Not Interested Not Interested What is Blue Ribbon?

Correct. We are: Authorized Retailers / 3rd party Insurance Advocates / Intake Specialists
We’re partnered up with all major providers such as Blue Cross Blue Shield, Humana, Kaiser, Aetna and other top
Well, all we want to do is review your plan and make sure
I understand, but at the moment there's a lot of benefits health brands.
you’re aware of all your current benefits.
coming out for 2023 and unfortunately medicare What kind of Insurance company are you? Are you with Humana, Blue Cross, Aetna or any
companies don't notify you or add them to your policy. other insurance company?
We can also review your necessities to other plans. Yes, Were partnered up with all major providers.
I can transfer with a licensed agent and we can review your benefits for this year. Would you have a couple
They wait for someone like us to call and request it and If you're good we part as friends and no harm done minutes?
see if you're eligible. If you have 10-15 minutes we can review your benefits Do I have to give you the numbers on my medicare card? Do I need to have the card with
and see where you stand. me?
If you have 10-15 minutes we can review your benefits No, not necessarily. The licensed agent can try another verification process to review your benefits.
and see where you stand.
Would you have a minute? I can see here you currently have medicare Parts A and B correct.?
Would you have a minute? (Control the call) Ask Questions!
Who are you, and where are you calling from again? I'm confused. Are these additional benefits without changing my plan?
Again sir, my name is ____ and I’m calling on a recorded line with Blue Ribbon Correct. Benefits upgrade every 2-3 months.
My job is to simply call you and inform you that as of 2023 a lot of benefits upgraded such as Dental, Vision and This year benefits upgraded as far as dental, vision and massage services.
Massage services. We can review your benefits and see what you're NOT getting.
There may be some additional benefits you could qualify for. (Control the call)
If you have a couple minutes I can transfer you over to a licensed agent and see where you stand for this upcoming Are you also currently enrolled with Medicaid, SSDI or Tricare at the moment?
year. I just reviewed my plan. (Get Details, make sure they still qualify)
*Control the call Either Ask qualifying questions or go to close* I understand, but there may be some additional benefits that you could be missing out on.
Busy / Call me back Some would include prescription drugs, home modifications and pest control.
Would you have a couple minutes for a quick review?
Actually, it will take less than a minute. I just have a few quick questions for you, and I’ll get you over to the agent.
I've already received a call from you guys. (DOES NOT MENTION DNC)
(Cust name) if you do run out of time, you COULD always schedule a better time with the agent, okay?
I think I may be covered, or I have all my benefits. I understand you may be receiving some calls about Medicare, and it might be a bit confusing!
It's a quick medicare review.
We just want to make sure that you’re getting ALL the benefits that you could be entitled to. Give some examples.
There might be some additional benefits that you're not aware about, without having to change your current plan.
(Control the call) Either ask a question or go to close)
Why does your call come up as spam risk?
If you have 10-15 minutes I can transfer you over to a licensed agent to review those benefits.
Thank you for letting us know. We are aware of this issue and are working on getting it fixed. (Back to script)
Do you have a couple minutes?
Any Licensed agent related questions such as benefit or pricing. DO NOT CALL / STOP CALLING / TAKE ME OFF LIST
I’m not a licensed agent.
Not a problem! I’ll go ahead and add you to our internal do not call list immediately. You will not receive any further
Let me go ahead and transfer you now and they'll clear up all your questions regardings benefits on your current phone calls from OUR company. I apologize for any inconvenience and have a great day. (Disposition as DNC)
plan.
Failed Transfers (Yikes!)
Sometimes the Licensed Agents get overwhelmed with calls that all the lines get busy. If that happens to be the case,try calling a total of 2 times tops 3. Dependent on clients' energy and patience. If no answer, schedule a cb and try to reach the owner later.
Avoid calling more than 3 times.
¡Friendly Reminder!
Make sure every single box is filled with the correct information. Also make sure and click Apply Changes. If any of the boxes are left un marked the system will NOT allow the transfer to go through. (You will get a dial-tone and no
ringing)
Questions:
Where did you get my information? You or someone on your behalf clicked on one of our adds or filled out a
request for additional information online to know more about your benefits
Why do you need my ZIP Code? We want to make sure we connect you to a licensed agent in your area
Why do you need my DOB? The licesed agent will need this information to make sure we locate the correct policy to
advise you about your current benefits