Introduction:
Agent: "Hello, [Prospect's Name], my name is [Your Name], and I'm a licensed Medicare agent. I'm reaching out today because I specialize in helping individuals like yourself navigate their Medicare options. How are you doing today?"
Wait for response.
Building Rapport:
Agent: "That's great to hear! I understand that Medicare can be a bit overwhelming, and my goal is to make the process as easy as possible for you. Have you had a chance to review your current Medicare coverage recently?"
Wait for response.
Identifying Needs:
Agent: "Fantastic. To better assist you, could you share a bit about your current health needs and any specific concerns you have with your Medicare coverage? This will help me tailor my recommendations to suit your unique situation."
Listen actively and take notes.
Educational Overview:
Agent: "Thank you for sharing that. Now, let me provide you with a brief overview of the different parts of Medicare and the coverage they offer. There's Part A for hospital insurance, Part B for medical insurance, and optional plans like Part C (Medicare Advantage) and Part D (prescription drug coverage). How familiar are you with these parts?"
Wait for response.
Assessment of Current Plan:
Agent: "Got it. If you're comfortable, could you tell me about your current Medicare plan? Are there specific aspects you're satisfied with, or are there areas where you feel you may need more coverage?"
Listen actively and take notes.
Presenting Options:
Agent: "Based on what you've shared, I believe there might be some Medicare plans that better suit your needs. I can provide you with information on different options available in your area. Would you be interested in exploring these alternatives?"
Wait for response.
Addressing Concerns:
Agent: "Of course, I want to address any concerns or questions you may have. Do you have any specific worries or doubts about making changes to your Medicare coverage?"
Listen actively and address concerns.
Next Steps:
Agent: "Great conversation, [Prospect's Name]. To help you further, I recommend scheduling a one-on-one meeting where we can go into more detail about your options. How does that sound to you? We can discuss your preferences, compare plans, and address any remaining questions you may have."
Wait for response.
Closing:
Agent: "Thank you for your time today, [Prospect's Name]. I look forward to assisting you with your Medicare needs. Before we conclude, is there anything else you'd like to discuss or any specific information you're looking for?"
Listen actively and address any additional concerns.
Follow-Up:
Agent: "Excellent. I will follow up with you to schedule a personalized meeting. If you have any immediate questions, feel free to reach out to me. Have a wonderful day!"
Thank prospect for their time and end the call.
