MEDICARE OUTBOUND SCRIPT

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Hi [Name], how are you doing today?

My name is [Agent Name], a licensed insurance agent. I’m calling because you requested information about your Medicare options. This is not a sales call — I’m just here to provide information and answer questions.

Is now a good time to talk? 

To make sure I only show you plans you may qualify for, I have a few quick questions.

• “Are you currently on Medicare Parts A and B?”
   
• “What type of coverage do you have now? (Medicare Advantage, Supplement, or Original Medicare only?)”
   
• “Who is your current plan or carrier?”
   
• “Do you take any regular prescriptions?”
   
• “Who is your primary doctor or clinic?”
   
• “Do you receive any extra benefits now—like dental, vision, hearing, OTC, or flex card allowances?”
   
• “What would you say is the main thing you want to improve about your current coverage?”

Based on what you’ve told me, it looks like you may qualify for plans that offer 

[mention key benefits relevant to the consumer].

Let me pull up the available options in your ZIP code — this will take about 10 seconds.

Okay, I’m seeing a plan that might be a good fit. Let me give you the basics, and you can tell me if it sounds helpful.

• “It’s a $0 premium plan.”
   
• “Includes [Dental/Vision/Hearing] benefits.”
   
• “Includes prescription drug coverage.”
   
• “Your doctor is / is not in network.”
   
• “Your medications appear to be covered / not covered / covered with copays as low as $X.”
   

Does that sound like something worth taking a closer look at?

If you like, we can go through the enrollment now. It only takes a few minutes, and I’ll guide you through everything step by step.

Would you like to move forward with this plan today, or compare one or two more options first?” 

No problem at all — my goal is just to make sure you understand your choices.
What part would you like more information on:

• the benefits,
   
• your doctors,
   
• your medications, or
   
• the costs?

If they choose to enroll:

Agent: “Great. Before we begin, I’ll need to read a couple of short required statements…”

(Insert CMS-approved SOA or scope capture process.)