Medicare Plan Updates - Liberty Medical Group PDF

Good Morning may I please speak to {CUSTOMER NAME} This is {AGENT NAME} from liberty medical group. I am calling regarding updated medicare plans that have just been released. These updates can give you access to additional benefits and perks if eligible. **\*Just to confirm you are on Medicare A...

Good Morning may I please speak to {CUSTOMER NAME} This is {AGENT NAME} from liberty medical group. I am calling regarding updated medicare plans that have just been released. These updates can give you access to additional benefits and perks if eligible. **\*Just to confirm you are on Medicare A and B correct? The red white and blue card? (MUST SAY RED WHITE AND BLUE CARD)** Are you still currently living in the zip code? {CUSTOMER ZIP CODE} Okay and that\'s in {CUSTOMER CITY} {CUSTOMER STATE} correct? Perfect! We actually connect you with a licensed agent to review your benefits. This review is completely free, and you are under no obligation to change anything. **\*Do you have military benefits such as VA or Tricare?** - IF NO: Continue - IF YES: Do you go outside the VA for your medical services? **(MUST BE A YES)** **\*Great, Now, do you know if you are covered through some sort of ADVANTAGE plan currently? Such as Humana BCBS, AARP? (IF SO ENTER NAME HERE/REQUIRED TO COLLECT NAME)** **\*Perfect! All calls are recorded for quality assurance.** The date of birth we have on file is {CUSTOMER DOB} **\*Okay, I am seeing here that there should be additional coverage available in your area.The Licensed insurance agent will come on the line to go over your options with you, please have your Medicare Card Information available. It Takes around 10 mins to go over your benefits, and you will need to press 1 on the automated system to get through to the representative. (READ VERBATIM) (WORD FOR WORD) (DO NOT ADD OR TAKE AWAY)** Okay and the number we have here on file, is this the best number to contact you? {CUSTOMER PHONE} Perfect! **PASTE THEIR ZIP CODE BELOW** {CUSTOMER ZIP CODE} Click and drag to move **Live Disclosure: (READ VERBATIM) (WORD FOR WORD) (DO NOT ADD OR TAKE AWAY)** **\*I'm going to go ahead and connect you now; the process should take around 10 minutes to review all of your benefits. You may hear some brief hold music, the licensed agent will be on the line shortly to assist you. Is that ok?** **\*Once I transfer you Please select 1 on the automated system to get to a licensed agent immediately!** Thank you, and please hold for me. - **Hit the \"green transfer\" button below** - **Move to the next page, and provide Name Date of birth, phone and address to the specialist** **TRANSFER BLIND BLINDV3 BLIND OVERFLOW** **LIVE TRANSFER PAGE:** **When transfer connects, provide the insurance agent with the customer info below. (They usually have to type it into their system on their end so be CLEAR and CONCISE and give them time to type.)** ======================================================================================================================================================================================================= Thank you, I have the following on the phone. (provide info to the representative) **Customer Info:** **Name:** **Phone:** **Address: State, Zip code** **Date of birth:** **\*Current Medicare Advantage plan:** They are interested in seeing which Medicare plans are available to them and if there is a better plan out there for them. **(IF TRANSFER IS COMPLETED) -** They will take care of everything from here. Thank you so much \[CUSTOMER NAME} and have a great day! **Once the transfer is complete and info is given, cordially thank the agent and \"FINISH\"** ============================================================================================= **BLIND TRANSFER DISCLOSURE: (READ VERBATIM) (WORD FOR WORD) (DO NOT ADD OR TAKE AWAY)** **\*I'm going to go ahead and connect you now; the process should take around 10 minutes to review all of your benefits. You may hear some brief hold music, the licensed agent will be on the line shortly to assist you. Is that ok?** **(CONFIRM THEY HAVE TIME FOR TRANSFER)** **\*Once I transfer you Please select 1 on the automated system to get to an agent immediately!** Thank you for your time and have a great day! **BLIND**