Podcast
Questions and Answers
What must the agent confirm with the customer at the beginning of the call?
What must the agent confirm with the customer at the beginning of the call?
What does the agent request after confirming the customer's Medicare status?
What does the agent request after confirming the customer's Medicare status?
If the customer has military benefits, what does the agent explicitly ask?
If the customer has military benefits, what does the agent explicitly ask?
What information must be provided to the insurance agent during the transfer process?
What information must be provided to the insurance agent during the transfer process?
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What information should the customer have available for the licensed insurance agent?
What information should the customer have available for the licensed insurance agent?
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What should the representative say after the customer info is provided?
What should the representative say after the customer info is provided?
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What is included in the Blind Transfer Disclosure that must be read verbatim?
What is included in the Blind Transfer Disclosure that must be read verbatim?
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What statement is made about the call being recorded?
What statement is made about the call being recorded?
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What action should the customer take when they are transferred to the licensed agent?
What action should the customer take when they are transferred to the licensed agent?
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What should be confirmed before initiating the transfer?
What should be confirmed before initiating the transfer?
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What should the customer select on the automated system after the transfer?
What should the customer select on the automated system after the transfer?
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During the call, what does the agent ask regarding any current advantage plans?
During the call, what does the agent ask regarding any current advantage plans?
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What is the expected duration of the call with the licensed agent?
What is the expected duration of the call with the licensed agent?
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Study Notes
Medicare Advantage Plans
- Liberty Medical Group offers a free review of Medicare Advantage plans.
- The review is conducted by a licensed insurance agent.
- There is no obligation to change plans.
- The review takes approximately 10 minutes.
Eligibility
- Customers must be enrolled in Medicare Part A and B (red, white, and blue card).
- Customers must be residing in the stated zip code.
- The review is available to customers even if they are currently enrolled in a Medicare Advantage plan.
- Customers with military benefits (VA or Tricare) are eligible if they go outside the VA for medical services.
Review Process
- Customers are asked to confirm their date of birth and phone number.
- Customers are asked to have their Medicare card information available during the review.
- Customers must press 1 on the automated system to connect with a licensed agent.
- Calls are recorded for quality assurance.
Transfer Process
- The agent will transfer the call to a licensed insurance agent.
- The agent will provide the customer's information to the licensed agent.
- The agent will thank the customer and end the call after the transfer is complete.
Disclaimer
- The agent will disclose that the call is being transferred to a licensed insurance agent.
- The agent will confirm that the customer has time for the transfer.
- The agent will remind the customer to select 1 on the automated system.
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Description
This quiz provides insights into Medicare Advantage plans and the review process offered by Liberty Medical Group. It covers eligibility requirements, how to prepare for the review, and what customers can expect during the process. Test your knowledge on these critical aspects of Medicare coverage.
