Hi _, This is _________________________, I am just getting back to you regarding your request for help and information with your Medicare. I just need to verify some things with you really quick to get you the right information.
I have your age as ____ is that correct?
Is this going to be for just you or your spouse also?
are you retired or are you still working?
(Yes or No) Great! ******** Still working, Do you have
employer coverage? Yes or No
Are you currently collecting your SS? Yes or No
Have you already received your Medicare card in the
mail?
I am what you call a field underwriter and as an underwriter i have the ability to see all the plans available to you in our area.(IE medicare.gov plan finder) My job is pretty simple i will come out and go through a medicare 101 training with you and then figure out what are the best options for you. Is ________ or ________ better?
Let me just confirm your address.
Great, see you ____________________.
This is a no cost program. I go out all week and my job is just to educate people on Medicare. And that’s what I do, just help guide you through this complicated process.
