Introduction:
Agent:
- Good [morning/afternoon/evening], [Prospect's Name]! This is [Your Name] calling from [Your Agency]. How are you today?
Establishing Rapport:
Agent:
- I hope I'm not catching you at a bad time. I'm reaching out to provide you with some valuable information about Medicare that might be beneficial for you or someone you know.
Permission to Proceed:
Agent:
- Do you have a few minutes to chat, or would you prefer to schedule a time that's more convenient for you?
Reason for the Call:
Agent:
- The reason for my call is to discuss your current Medicare coverage and see if there are any areas where we might be able to help or provide additional information.
Understanding Current Coverage:
Agent:
- Can you share a bit about your current Medicare coverage? Are there any specific concerns or questions you have about your plan?
Highlighting Benefits:
Agent:
- One of the great things about Medicare is the flexibility it offers. We often find that individuals can optimize their coverage to better suit their needs. Have you considered any adjustments to your plan recently?
Educational Information:
Agent:
- I'd like to share some information about [specific Medicare plans or options]. These options have helped many individuals like yourself enhance their coverage or reduce costs. Would you be interested in learning more about these options?
Addressing Concerns:
Agent:
- I understand that navigating Medicare can be overwhelming. Is there anything specific that's been on your mind or any questions you have about your coverage?
Next Steps:
Agent:
- If you're open to it, we can schedule a follow-up call or meeting to delve deeper into your specific situation and explore potential solutions. How does that sound to you?
Closing:
Agent:
- Thank you for your time today, [Prospect's Name]. I'm here to assist you with any questions or concerns you may have regarding Medicare. Please feel free to reach out anytime. Have a wonderful [morning/afternoon/evening]!
