Medicare AEP Script
1. Hi! This is _____ calling in regards to your Medicare benefits, it looks here you
recently requested to look into your Medicare coverage and find additional benefits
during this ANNUAL ENROLLMENT PERIOD.
2. We are here to make sure you have all your benefits as well as making sure you’re
not overpaying for any of your benefits! OK?
3. Just to confirm, you do have Medicare Part A and Part B, Correct?
All clients: ● Must have both Medicare A & B
4. And you do make your own healthcare decisions or does someone else help you?
All clients: ● Must make their own healthcare decisions
5. Now do you have your red, white, and blue Medicare card available?
All clients: ● Must have Medicare Card or Social Security Number Available
6. Have you recently switched your plan in the last 60 days?
All clients: ● Must say “NO”. We will not sell recently sold clients
7. Are you currently enrolled in a Supplement Plan?
All clients: ● Must say “NO”.
We will not sell anybody else on a Supplement At this point, fronter agent transfers call
to transfer agent
● “For Medicare Compliance purposes, do I have your permission to transfer you to
your licensed Medicare Advisor so we can provide you with your additional Medicare
benefits ?!”
OR ● Everything is done from my side, what I’m gonna do right now. I’m going to bring
my LA on the line even, if your number is on a FEDERAL or NATIONAL STATE Do not Call
List
All clients: ● Must say yes
If yes - “Perfect, please stay on the line as your licensed Medicare Advisor will be with
you
FAQ & REBUTTALS
“Who is this?”
● I am (agent name) from the (US Medicare)
“What is this about?”
● This is about your Medicare plan. I want to make sure you have all your benefits as
well as making sure you’re not over paying for any of your benefits!
“I already have health insurance.”
● That’s perfectly fine. As soon as you turn 60, you will qualify for Medicare, however,
wouldn’t you like to save more as it would still involve copays and deductibles?
“I don’t have time for this.”
● This is very important, you sure you don't have time to make sure you have all your
health benefits?
“I am not Interested”
This is very important, you sure you don't have time to make sure you have all your
health benefits?
“I don’t want any more calls or take me off List”
● Hang up & Put on DNC list
“Where did you get my name? How did you get my phone #?”
● Hang up & Put on DNC list
“Where did you get my name? How did you get my phone #?”
● Hang up & Put on DNC list
“What company are you calling from?”
● Hang up & Put on DNC list
“Where is your firm located?”
● Hang up & Put on DNC list
AGENT SIDE COMPLIANCE STEPS (ON CALL)
Check the number for dnc on USpeople or TCPA.tools (as soon as the call lands on your
dialer).
Check for duplicate numbers.
* Check TCPA Fill the customer's info in this Format:
Phone:
Name:
Zip Code:
Age:
DOB:
Medicare:
Part A:
Part B:
Everyone is required to adhere to these policies Every call should have these steps
followed
