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ACA Campaign Script

The ACA Campaign Script outlines the process for agents to qualify customers for affordable health insurance plans. Agents must ask specific questions to ensure customers are eligible, including income and current insurance status. The script emphasizes the importance of obtaining customer consent before transferring them to a licensed agent.

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jollyveljoyederamebs22
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4K views2 pages

ACA Campaign Script

The ACA Campaign Script outlines the process for agents to qualify customers for affordable health insurance plans. Agents must ask specific questions to ensure customers are eligible, including income and current insurance status. The script emphasizes the importance of obtaining customer consent before transferring them to a licensed agent.

Uploaded by

jollyveljoyederamebs22
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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ACA Campaign Script

Hello Team,

We have received multiple reports of customers being sent over that are already enrolled in ACA.

PLEASE MAKE SURE YOU ARE ASKING ALL THE RELEVANT QUESTIONS TO PROPERLY QUALIFY THEM

_________________________________________________________________________________

Good morning,

This is (AGENT NAME) calling from the Health Marketplace, how are you doing today?

I am calling to let you know that you may qualify for an affordable health insurance plan that will cover all of your co-
pays and deductibles at a very low cost.
Would you like to know if you're qualified?

OK Great! Let me just ask couple of questions to see if you qualify.....

I have your Name as __________ - Is this correct?


What is your date of birth? Or how old are you? (Must be under 60)
I have your full address as ___________________________
Is your annual income under 50k per year? MUST BE YES
Are you currently on Medicare of Medicaid? MUST BE NO
Are you enrolled in any health insurance plans at the moment? MUST BE NO
Have you spoken to anyone recently regarding a health plan? MUST BE NO

Perfect! I am going to connect you to a licensed agent now. They will provide you with some great plan options. Most
are very low cost...or even FREE
Based on our ability to write through the state insurance exchanges known as OBAMA CARE.

I just need you to agree to the following before doing so.....

By saying YES, you are agreeing to our privacy policy, that you have recently opted in and consented to be contacted,
and you authorize us and the insurance service providers to contact you even if you are on any state or federal DNC
List. Do you understand?

MUST SAY YES -

TRANSFER: Thank You, please hold on the line while I connect you to a licensed agent.

Hello specialist my name is (your name), I have (customers name) and he/she has been qualified for the health
insurance, can you please help? Thank you and you both have a good day.
ADDITIONALLY - I AM SENDING A NATIONAL AND FEDERAL DNC LIST AS WELL AS A SUPPRESSION FILE

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