Brand Phone Call

Good morning / afternoon __client’s name__? This is _agent first and last name__ , I’m a licensed agent with MAPD Help Desk on a recorded line. How are you today?

Reason For Calling

As my co-worker was just explaining to you, there may be some new Medicare Advantage benefits being made available to you.

MY JOB IS TO GET YOU UPDATED ON THOSE.

Medicare

You do have both Medicare parts A & B correct?

Medicaid / LIS

Do you receive any additional coverage such as Military benefits or Medicaid of any kind?

Power Of Attorney

Does anyone have Medical Power of Attorney over you , or are you legally responsible for your own medical decisions?

Current / Additional Coverage

Who do you have your current plan with?(wait for answer – example Humana, UHC, Anthem)

IF YOU SELL THE COMPANY – SAY

I am also contracted with “Humana ”! Let’s check and make sure you are receiving the maximum allowable benefits in your area.

IN NOT – SAY

Awesome! Let me get a few things pulled up here and we’ll see what we have for you. 

Disclaimer 1

Before we get into it, there is a quick Medicare Disclaimer here. 

“We don’t offer every plan available in your area. The information we provide is limited to the plans we do offer in the area. 

Please contact Medicare.gov or 1800-Medicare to get information on all of your options.” 

“Now I have your zip code as XXXXX, correct?”

Verify

Medicare in MARX

Medicaid in Jarvis, mProducer, Vantage

Let’s get you pulled up in the Medicare system. We’ll take a look at your status and then we can see what new benefits are available for you. 

Can you please get your MEDICARE card for me, it’s the Red, White and Blue one. (ASK FOR MBI #)

Get your MEDICAID card as well, it’s the one issued by the state. 

(If they have State Medicaid)

Medicare

*Ask for Medicare #

FIRST READ BACK Part A & B dates from CMS

THEN READ BACK DOB & Address with the Prospect

Medicaid

*Ask for Medicaid #

Confirm status and current level. 

Disclaimer 2

“Everything looks good here. While I’m pulling everything else up, there are other statements that I have to read.“

“Now, my name again is ___________, I’m a licensed agent with Paradise Health Solutions. We’re an insurance brokerage not affiliated with the federal government, and the calls are all recorded for quality and accuracy. Do I have your permission to record the call and continue?  THANK YOU!

Disclaimer 3

SOA

In your area, you have access to Medicare Advantage plans, Dual Special Needs Plans, and Prescription Drug coverage. 

Do I have your permission to discuss those plans with you today?

Disclaimer 4

You are not required to give health related information unless it’s used to determine enrollment eligibility into the plan. If you choose not to give health information used for enrollment eligibility, you may not be able to enroll. There is no obligation to enroll. Your current or future medicare enrollment status will not be impacted, and automatic enrollment will not occur. 

Doctors

Do you have a Primary Doctor or did you need some help finding one?

Okay, Let’s get them pulled up. (confirm address)

Are you currently seeing any Specialist Doctors on an ongoing basis ?

Medications

Are you currently taking any medications? 

Log into medicare.gov to get a list of medications. Review the prices and confirm if any medications are not covered.