Professional Documents
Culture Documents
Version 3 Script:
Inbound
1. Thank you for calling Health Insurer Quote, this is _____. I’m a HealthCare Administrator on a recorded
line. Can you hear me okay?
F1 Next
Outbound
1. Hi, this is __________. I’m a HealthCare Administrator with Health Insurer Quote on a recorded line. Can
you hear me okay?
F1 Next
F2 Short Intro
Hi. This is __________ with Health Insurer Quote on a recorded line. Can you hear me okay?
2. Great! Now again, I’m with Health Insurer Quote and you can press 1 to be removed. We’re doing a follow
up call to everyone to let them know about the special health care enrollment period that is open for a
limited time. Now what we need to do today is get you and your family to review affordable health insurance
options that are available during this limited time and see if there are better options available to you that get
you the same coverage or better for less money!
F1 Next
F2 REPEAT Purpose
We're doing a follow up call to everyone to let them know about the special health care enrollment
period that is open for a limited time. Now what we need to do today is get you and your family to review
affordable health insurance options that are available during this limited time and see if there are better
options available to you that get you the same coverage or better for less money!
3. First, I just want to confirm, you are under the age of 65, correct?
F1 Yes
F2 No [End Call - DNQ Age]
Unfortunately, it looks like you don't qualify at this time. Thank you for taking my call and have a
great day!
F3 REPEAT Age
Oh I just want to confirm, you are under the age of 65, CORRECT?
5. Could you please confirm if your total household annual income is OVER $35 thousand or UNDER $35
thousand?
F1 Over
F2 Under
6. Last, have you lost coverage within the last 2 months?
F1 Yes
F2 No
7. Okay, great! That's all the information I needed. What I am going to do now is transfer you to one of our
Licensed Insurance Specialists; they’ll go over the options that are available to you and see if there is
something they can help you with, OK?
F1 Transfer
F4 Warm Transfer
Hi, this is ____, and I have someone on the line who is interested in learning more about their insurance plan
options. I’ll let you take it from here, thank you!
Rebuttals:
CTRL-1 I already have coverage: That's great to hear, but I would encourage you to talk to one of our agents
and see if you can get better coverage.
CTRL-2I already got a quote: I understand. We recommend that people get at least 2-3 quotes from different
companies just to know what their options are. It's just like car insurance: it's not a good idea to accept the
first quote.
CTRL-3 I lost my job/I cannot afford health insurance:I understand. Our agents often work with people in
your situation and can often find coverage at very affordable price points.
CTRL-4 REBUT for Email: I understand, but it's always best to talk to a live agent if you can, a licensed agent
can answer your question better than the internet, can we continue the call?
CTRL-5 Not Interested: I understand. I would encourage you to talk to one of our agents and see if you can
get better coverage.
CTRL-6 Requested a Callback: I'm sorry but I can't schedule a call back. The only way to do that is through our
licensed agent on the other line, Can I quickly make the connection.
CTRL-7 What is IVR?:”Good question, an IVR is an automated phone system technology that allows incoming
callers to access information via a voice response system of pre recorded messages without having to speak
to an agent.
CTRL-8 No Time/Asking for callback: I understand, but this is really important-lets go over this now! I know if
I can save you some money it's worth a few minutes of your time. Are you insured now??
CTRL-F2 GENERAL NOT INTERESTED: This is a review with no obligation and we have a live representative
who can connect you with an Agent in your state ready to go over the options with you, OK?
ALT-F1 Go Ahead.
ALT-F2 Sorry, you're saying something?
ALT-F3 Sorry, Is that a Yes?
ALT-6 DISPO: No Answer
ALT-7 Language Barrier
SHIFT-F1 to SHIFT-F10
Press 1 to Press 0
STANDARD Rebuttals:
CTRL-C SAY company name
Health Insurer Quotes
Quality Parameter