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Good Morning/Afternoon This is/My Name is, James Carter From Health Care Benefits, How are You

Today?(Calling From, Senior Health Care , Health care Specialist, Health Care Support )

(Opt in , Reason, Purpose) ( Pitch 1)

The Reason of this call is to Inform you that, Today you may Qualify to Receive Additional Benefits and
Discounts, So I believe You Have Medicare Part A and B is Active Right Now ?

(If Yes Then Continue ) ( If No then Hang-up the Call ) ( If Customer Don't Understand You Can Say it like,
You have Red, White and Blue Card of Medicare? ) Yes

Q : How Old Are You What’s Your Age IS ?

(Younger Than 64, Sorry to Say But Are You on Disability ?)( Are You Disable )

Q : Since You are a Medicare Holder Are You Getting any Health Insurance/Benefits From Your Previous
Job or From Retirement ? (Must be NO)

Q : Beside Medicare Which Health insurance You have, Like Humana, Tri-care, BCBS ?

Q : Since You are a Medicare Holder, So You are The Authorize person to Make Your Own Health
Care/Medicare Decision Right ?( Customer Should Be a Decision Maker) ( You Make Your Own Decision
on Medicare ?)

Q : As You are a Medicare Holder, I believe You Have Your Red White And Blue card of Medicare on You
handy, right ? If Not then Customer must Remember SSN and willing to share with Licensed agent as
Well. (Social Security Number)

That's look like You Do Qualify For Additional Benefits And Discount In Which You Can Get
Extra/Additional Coverage on Dental, Hearing, Vision, You Can Lower Down Your Co-pays, Prescription
And Drug Coverage Up to Zero Dollar As Well And the Best Part is That, It's a Zero Dollar Program, Your
Current Enrollment Will not be Changed and You're Not Enrolled in any Plan Or product Without Your
Permission So To Provide You More Information Can u Just Confirm Me your Zip Code What's Your Zip
Code Is ?

Q : How Do You Pronounce your First And Last Name ?

Q : Address + City, State, Zip Code ?

Q : Date of Birth ?

Great! That’s all I need/ That's all From My Part, I will really appreciate if you stay back on the call for
next 10-15 minutes and talk to my Verification officer to get all the Additional Benefits. Ok? (Get the
affirmation from customer for call duration)

Educate What's Going to Happen Post Transfer :


Once I Connect Your Call, Verification officer will verify your basic details & then connect you to
Licensed agent. So please stay on line until you speak to Licensed agent & get more benefits on your
Medicare for the year 2023

So I believe you understood this call is your additional Medicare benefits right ?(Need
affirmation)

So Before I Transfer This Call A Quick Disclaimer From My Side is that A Licensed Insurance Agent will
speak with You and provide You all The Details of Medicare Additional Benefits of 2023 Even The
Information You Shared For Contact Is Listed In Any Do not Call Directory Or List Is That Ok For You As
well ? (OK)

Note : Protocol For Cold/Blind Transfer.

Next Voice You'll be Hearing From My Medicare Advisor, When this Call Connect to the Agent You Just
Need to Mention Your First and Last name and Tell him or Tell Her That You Want to Know About Your
Additional Benefits Of Medicare of 2023, OK

Bad Insurances : VA, Tri-care, Champ

Pitch : 2

This Call Is About Your Medicare Benefits Like We Are Calling Medicare Holders to Provide Additional
Benefits And Discount I Believe you have Medicare part A and B is Active Right ?( Cash Back, More Than
400 multiple Benefits So You Have Medicare Part A & B is Active ?

Q : When Ever You Visit Your Doctor or Even Your Specialist, you Still Have to Pay Some Amount as a
Co-pay ? (No) What about Your Drugs and Prescription Coverage You Still Paying Some Amount as Well ?

Q : Are you getting Dental, Hearing and Vision at Zero Dollar ?

Pitch : 3

I'm Calling You From Health care benefits and the Reason of This Call is to Inform You that, You're an
Active Member of Medicare and you have a Medicare Card Red, White and Blue, Right ?
Alright so My Job is just to Check That You're receiving all the updated 2023 Medicare Benefits that
you're Entitled to, So Tell me Whenever you visit your Doctor, Do you Pay Co-pay ? What about your
Prescription and Medications You Paying Co-pay on them as well ?

Pitch : 3

I'm Calling From Health Care Specialist, How are You Doing Today ?
By The Way The Reason Of this Call is Because, we are Currently Assisting and Helping all Medicare
Holders/recipients in the State (Customer State) and it shows here That you have Medicare Part A&B is
Active, Right ?
Since you're a Medicare Holder My only Job here is to Check IF You're now Receiving all the Updated
2023 benefits, So Do you Pay Co-pay when you visit your Doctor ? What about your Medication,
Prescription do you pay for them ?
How Old are You What's Your Age is ?

Rebuttals

Not Interested: I See that but listen, I just want to make sure that you're getting all the benefits of
having Medicare Part A and B with no-obligation cost.
Busy/Call Back: I Understand, but this is really important, I just want to make sure that you're getting all
the benefits of having Medicare Part A and B.
Where Are You located/Who are you? Our Corporate offices are located in Fort Lauderdale FL, but we
are Nationwide and work in all 50 states (Go Back to the question you need to be answered in order to
move forward)
Customers Ask a Buying Question: That’s A great question, I have matched you to a license who can
answer all your question but first.... (Go Back to the question you need to be answered in order to move
forward)
Don’t want to give their DOB: I need to make sure that you’re eligible for all the benefits that you will be
getting in Medicare part A and B

Pitch for comparison to save money: Comparison : That's great you have all the coverage's and you
pay less premiums but today I am providing you upgraded 2023 benefits , As all insurance companies
have released brand new plans with increased benefits and there might be few things missing on your
current plan which you are entitled to . So I want you to be rest assured that you have all the coverage’s.
Today you can compare your insurance and Check what's missing & get these additional Medicare
benefits with no obligation as every year the plan changes.

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