MEDICARE ADVANTAGE TRANSFER Script
Hi Mr./Ms. ___________? Hello, my name is ___________ I am calling from the Medicare Help Center regarding your Medicare/Medicaid benefits. I hope you are having a good day so far?
- Great, and just to confirm you are still receiving your healthcare benefits through Medicare Part A and Part B. Is that correct?
If NO: Terminate call.
- And are you also receiving benefits from Medicaid?
- IF YES MOVE FORWARD
- IF NO MOVE TO #1
- Okay, are you getting any “Extra Help” paying for your prescriptions? (Whether it is yes or no move forward).
- Please let our agent know if customer is receiving both Medicare and Medicaid or Receiving Medicare and getting help paying for their prescriptions: HOT LEAD)
- If ONLY receiving benefits from Medicaid and NOT Medicare terminate call.
- If NOT receiving Medicare benefits terminate call.
Great! The reason for my call is that the updated plans for Medicare have been released for 2022, these may give you access to better dental, vision, hearing, and over the counter products benefits. Some plans offer up to $4,500 dollars in dental coverage, as well as a healthy foods debit card, at no additional cost. You do not get these benefit upgrades automatically. So can I get you over to a licensed Medicare insurance agent to make sure you get these additional benefits you are entitled to at no cost?
TALK ABOUT THESE BENEFITS WITH EXCITEMENT AND ENERGY!
Verification
- I have your First and Last Name as _________
- I have your Address (city, State and ZIP code )
- You sound very young so may I know how old are you? (Age 65+)
- (D.O.B)
- You’re not receiving any state benefits right? (Customer should not be receiving state benefits)
- Did you lose any employment recently?
Handoff Script:Hello, I have Mr./Ms.___________ on the line. They are interested in hearing about their Medicare benefits. I will let you take it from here!
