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Medicare Verification Script | PDF
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Medicare Verification Script

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100% found this document useful (1 vote)
9K views1 page

Medicare Verification Script

Uploaded by

fmgverifier
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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MEDICARE VERIFICATION SCRIPT

Hi, this is _____ with Affordable insurance offers. How are you doing today?

This call is about Medicare and firstly, do you have Medicare Part A & Part B?

Since this is an annual enrolment period. So, we are updating all the benefits that you are qualify for. So,
to check which benefits you are eligible for, I want to ask you few questions and then I will connect you
with the licensed agent.

 Do you have healthcare coverage through your current or previous employer, CHAMPVA, Tricare
for life or a supplement plan? (Must be NO)
 What is your first and last name?
 What is your zip code?
 Do you make your healthcare decisions yourself or do you have a power of attorney? (Must be
YES)
 What is your date of birth?
 Which private insurance you are currently receiving like; Humana, United Healthcare, Aetna,
Cigna, Blue Cross Blue Shield?

That’s all the information I was looking from your side. Now, let me ask you this, which benefits would
you like to add in your plan like; more dental, vision, hearing coverage, Free transportation services,
Money back into your social or a Grocery Card. Do you have any idea?

Now, let me go ahead and connect you with the licensed agent but before I do this, I have a very short
disclaimer for you.

By saying YES, you will be giving me your verbal consent which will override any kind of Do Not Call or
TCPA rules and regulations. So, do I have your permission to transfer this call over to the licensed agent
for a free quote? (Must be Clear YES)

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