"Health Insurance Rates Looking Scary? Don't Worry, Talk to Larry"
Initial & Final Analysis
OUTGOING CALL-Hello is _______ available to speak? Hi,_______this is____________with HealthMarkets. You had requested information regarding health insurance and I was just touching bases with you to see how we might help.
OR
INCOMING CALL-Hi, this is _______ with Health Markets, how may I help you? Address their question or inquiry and move on…
Are you the one who needs new healthcare coverage or are you looking for someone else?
If someone else, encourage them to ask that person to call (unless POA, in that case we will treat them as looking).
Okay great, we are what’s called a multi-carrier broker. What we do is work with all of the health insurance options available to you. So my agent can shop for you so we can find the plan that gives you the most amount of coverage, for the least amount of cost. Do you mind if I ask you a few quick questions?
In case we get disconnected let me get your… (start with Name & Number below)…
Great, my agents name is Larry and I believe he can help you. He may have a few more questions for you, but this should be a great start in finding you the perfect plan.
Appt Opt 1-Do you mind if I try to reach him real quick, it will only take a few seconds?
Yes-Okay thanks, he will pickup and get you some quotes. MAKE TRANSFER
No-Okay, I understand you weren’t expecting my call right now. I have some availability later today and a couple times tomorrow morning. Which time is best for you? SET APPOINTMENT
OR
Appt Opt 2– He has some availability_______ and a couple times ________. Which time is best for you? SET APPOINTMENT
While survey is active remind them that you are gathering the information for your agency and that they will have another opportunity to rate my services, but if they could please give you a 5 when you disconnect.
