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    Phone Sales Script For Seniors Turning 65 Years Old

    Uploaded by

    Pauline kate Elarde
    The document provides a script for appointment setters to use when calling seniors turning 65 about their Medicare eligibility and options. It includes an opening statement, responses to common objections like already having an agent or not being interested, and closing statements to try and set up an appointment with a licensed insurance agent.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Phone Sales Script For Seniors Turning 65 Years Old

    Uploaded by

    Pauline kate Elarde
    22 views3 pages
    The document provides a script for appointment setters to use when calling seniors turning 65 about their Medicare eligibility and options. It includes an opening statement, responses to common objections like already having an agent or not being interested, and closing statements to try and set up an appointment with a licensed insurance agent.

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    Phone Sales Script for Seniors Turning 65 Years Old. docx

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    The document provides a script for appointment setters to use when calling seniors turning 65 about their Medicare eligibility and options. It includes an opening statement, responses to common objections like already having an agent or not being interested, and closing statements to try and set up an appointment with a licensed insurance agent.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    22 views3 pages

    Phone Sales Script For Seniors Turning 65 Years Old

    Uploaded by

    Pauline kate Elarde
    The document provides a script for appointment setters to use when calling seniors turning 65 about their Medicare eligibility and options. It includes an opening statement, responses to common objections like already having an agent or not being interested, and closing statements to try and set up an appointment with a licensed insurance agent.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 3

    Notice: This script format is for appointment setters

    Seniors Turning 65 Telemarketing Script


    Phone Sales Script for agents who only do appointments over the phone

    Hello __________ (prospect’s first name)?

    This is ___________________ (appointment setter’s first name) with (your licensed


    agent’s business name).

    I'm calling about your eligibility for Medicare. If you haven’t selected your benefits,
    we’d like to go over the steps you must take and the options available to you.

    Would you be available tomorrow to speak with a Licensed Insurance Agent?

    If NO, ask: When would be a good day for us to give you a call?
    Okay perfect, is morning or afternoon best for you?

    Alright, our agent will give you a call on ____________ (reconfirm day and
    morning/afternoon)

    Thank you for taking our call and have a nice day!

    Unfavorable response/Rebuttal

    I appreciate that __________ (prospect's first name), however, the programs and
    rules affecting senior benefits are constantly changing (and we want to make sure
    you’re okay.) On that basis, what would be better morning or afternoon?

    Frequent: How did you get my number?


    th
    -You’re in a public Medicare database because you’re near your 65 birthday.

    1. You are not with Medicare:

    -No, ma’am/sir we are not calling from Medicare, we have licensed specialists in your
    area that work with all the top companies. What we do is help you better understand
    your plan.

    OR -No, ma’am/sir. we're an independent small business licensed with the State.

    (Close: We have a local specialist who will be able to provide you with that
    information, did you say morning or afternoon would be better?)
    2. I’m not interested:

    -Mr/Mrs_______(last name), I understand, but if there were unexpected changes that


    were affecting your Medicare plan this year, would that be something you feel you
    should know about?

    (Close: We have a local specialist who will be able to provide you with that
    information, did you say morning or afternoon would be better?)

    3. I use the VA:

    -Great, It is good that you can use the VA, however there are additional benefits
    through Medicare that can be used if there were ever anything not provided through
    the VA.

    (Close: We have a local specialist who will be able to provide you with that
    information, did you say morning or afternoon would be better?)

    4. I already have an agent:

    -Mr/Mrs_______(last name), itt is good that you have an agent to help you. However,
    your agent may only represent 1 company. We partner with every company in the
    upstate which will ensure you are in the best plan available.

    (Close: We have a specialist in your area that will be able to provide you with that
    information. Are you more available in the morning or afternoon?)

    5. I don’t want to change my plan:

    -Mr/Mrs _______(last name), I understand. You never want to change your plan
    unless there are obvious concerns. If you are like most people, the only thing they
    know about their plan is the Doctor Co-pay. There could be changes in 2021 with
    your plan you haven’t even realized.

    (Close: We have a specialist in your area that will be able to help you fully
    understand your current plan, did you say morning or afternoon would be better?)

    Other questions you may encounter, always use closing statements right after
    giving the answer:

    Where are we located? We are in _________ (ask your agent for his/her preference).

    What insurance company is this? We’re independent, so we work with all of the
    insurance companies.

    How much does this cost? Our services are free to you, we don’t charge you
    anything.

    Any other questions you don’t know: I’m just the assistant, but I’m happy to pass your
    question to __________ (name of your agent).

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