Medicare is a federal health insurance program in the United States that covers people who
are 65 or older, and some people who are younger with disabilities.
Plan A – in patient
Plan B – outpatient
Plan C – Both with Premium
Plan D – Drugs prescription included on the Medicare accepted drugs
1963
3/1/1/
SAMPLE SCRIPT:
Hi, Mr/Ms (cx name) this is Airah, giving you a call back. We actually sent some information
regarding her upcoming involvement into medicare and I was calling to make sure they receive
that information. Did she mention anything to you about that?
- Statement “that is the reason why I’m calling”
- Ask for a good time that will work for customer and informed cx that it is not for selling
but only providing information or proper educating cx and helping
- "Hi this is Airah. I hope you're doing well! I’m reaching out because we sent some
information regarding your upcoming involvement into medicare and I was calling to
make sure you receive that information.
I’d love to schedule a quick call to see if we can help you too. Would you prefer
mornings or afternoons work for a quick 10-15 minute talk?
- "I know things get busy, but I’d love to reconnect and see if we can help you with
[specific benefit]. Would you be available for a quick call on [date/time]?"
- 🔹 If they need more time:
"No problem! When would be a better time for us to touch base?"
- VOICEMAL: "Hi this is Airah. I wanted to quickly connect about Medicare information
that we sent you. Call me back at [your number] when you have a moment”
OVERCOMING OBJECTIONS AND SCHEDULING APPOINTMENTS:
How did you get my number?
- So when somebody goes on medicare for the first time, they end up on the list and we
only call the people that we mailed something to, to make sure they received it but we
really do not know how the medicare do that.
- If the person is not available and someone answered, take over to call the cx personally
instead
- Remind them why you are calling
- Making them understand to help them
Hi (customer) my name is Airah and the reason I’m calling is you requested information on the
changes to medicare that are coming up and it’s my job to deliver the information you requested, all I
need is 5 minutes to show you how these programs work and wat do you do with the information is
up to you, I wanted to stop by either at 10oclock or two what works for you
Hi this is Airah. I hope you're doing well! I’m reaching out because we sent some information
regarding your upcoming involvement into medicare and I was calling to make sure you
receive that information.
I’d love to schedule a quick call to see if we can help you too. Would you prefer mornings or
afternoons work for a quick 10-15 minute talk?
Hi [Prospect's Name], this is Airah from Medicare. How are you today?"
(Pause and acknowledge response)
Rep: "I won’t take much of your time. The reason I’m calling is that we’ve been helping businesses like
yours [mention a benefit or solution, e.g., improve lead generation, reduce costs, increase efficiency,
etc.]. I’d love to schedule a quick call to discuss how we can do the same for you. Would [Day & Time]
work for you?" deped
PAYROLL ACCOUNTING WITH VISUALLY EFFECTIVE EXCEL DASHBOARDS
Hello this is Ira, I am contacting you regarding your upcoming enrollment into Medicare,
please give me a call back at +804-816-5341. Thank you so much, I really look forward
to speaking with you soon.
Hi - this is Ira - I am following up on your request for information - how are you today - you
are turning 65 soon - something like this
VOICEMAIL: Hello (customer), this is Airah. I'm following up on the information that
you requested. Would you please give me a call back at area code +804-816-5341.
Thank you so much, (customer). I look forward to speaking with you soon.
Hi this is Airah. I hope you're doing well! I’m reaching out because we sent some information
regarding your upcoming involvement into medicare and I was calling to make sure you
receive that information.
I’d love to schedule a quick call to see if we can help you too. Would you prefer mornings or
afternoons work for a quick 10-15 minute talk?
If they say what request ----- we work with many companies in your area Humana - Anthem-
Aetna - United Healthcare -Sentara - Mutual of Omaha - Allstate - the list goes on
SCENARIO 1 – CLIENT NO MEDICARE
Agent: Hi________, this is______. I’m calling you back about
information you requested for you upcoming involvement into medicare. Where are you in the
process of
looking at the Medicare information that was sent to you in the
mail.?
Client: Let costumer speak....
Agent: Medicare can be complex, we can help. When is good
time to have a Medicare specialist give you a call? Morning —
afternoon, or evenings—
Client: Let costumer speak....
(Give 3 times no more than 3 days out on the calendar)
I have ....... At....... And ............at and ...............at Which time works best for you?
Agent: Perfect! I’ve scheduled you for _____________. One of
our Medicare specialists will help you sort through all of that mail
that you have been getting.
By the way You will get another call soon to confirm your
appointment.
If you have any questions or concerns, please feel free to give us
a call back. Our Number is +804-816-5341 and my name is ______
We’re excited to assist you! Have a
wonderful day!
SCENARIO 2 –CLIENT SAYS SHE DIDN’T REQUEST ANY
INFO
Agent: Hi________, this is______. I’m calling today to provide
you with some information about Medicare benefits that might be
available to you. It’s a quick call to make sure you’re aware of the
different options you could be eligible for.
Client: Let costumer speak....
Agent: I understand, and I appreciate your time. This call is just
to provide helpful information, with no obligation. People often get
on our list because they’re nearing Medicare eligibility or have
shown interest..
Client: Let costumer speak....
Agent: That’s totally fine, I understand! By the way , If you have
any questions or concerns, please feel free to give us a call back.
Our Number is +804-816-5341and my name is ______
We’re excited to assist you! Have a
wonderful day!
SCENARIO 3 –CLIENT WILL DECLINE THE OFFER
Agent: Hi________, this is______. I’m calling to provide some
quick information about Medicare benefits you may be eligible for.
Do you have a moment to chat?
Client: Let costumer speak....
Agent: I understand, and I respect your decision. Just know that
some people decline now but find it helpful later when they’re
closer to eligibility. But, If you ever change your mind or have
questions, feel free to reach out. Our Number is +804-816-5341
and my name is ______
We’re excited to assist you! Have a
wonderful day!
Hello, this is ____. I'm either away from my desk or on another call at the moment. Please
leave your name, phone number, and a brief message, and I’ll get back to you as soon as
possible. Thanks for reaching out—I look forward to speaking with you soon. Have a
fantastic day!"
JENCARE MEDICAL CENTER
Script:
Hi (customer name), this is Airah. How are you doing today?
Do you mind If I take a second to tell you why I’m calling today? **pause**
I wanted to check on the seniors in your area. Or
Just checking in the seniors in your area
***Ask questions like: [one of the questions]
"How often do you usually see your doctor for check-ups?"
"When was the last time you had a doctor's appointment?"
"Do you have regular visits with your doctor, or do you go only when
needed?"
"How frequently do you schedule follow-ups with your doctor?"
***If client answers, ask follow up questions like: [one of the questions]
"How do you usually get to your doctor’s appointments?"
"Do you have transportation arranged for your visit, or would you like
assistance with that?"
"Will someone be driving you to your appointment, or do you prefer using
a transportation service?"
"Do you need any help coordinating a ride for your appointment?"
**After client responded***
Thank you for your time. We specialize in providing service under medical facilities. I
can forward you to our representative Jon for more details and how you can avail this
service to make it convenient for you.
If interested:
That’s great! I’d love to schedule a time to go over your facility’s needs in more
detail. When would be a convenient time for a quick call? Morning, afternoon or
evening?
If hesitant or unsure:
I understand. You can reach out to us at +8048165341 once you decided. Thank
you for your time! Have a great day!
If not interested:
"No problem at all. If your needs change in the future, we’d be happy to assist.
Feel free to reach out anytime at +8048165341. Thank you for your time!"
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