Scripts

Calculate how many Plans & Organizations you represent for your script!!

Important Sales Call Information

Within the first minute you must read the disclaimer!!

Call Recordings

You must record all calls (inbound and outbound) related to marketing, sales, and enrollment. This applies to all agents (field, call center, and captive). This includes:

Individual plan recommendations for the client (sales appointments)
Completion of an enrollment application with the client
Over the phone Scopes of appointment
Retention-based marketing calls (influencing a beneficiary’s decision to stay enrolled in a plan)
Marketing also includes materials that mention any benefits, including widely available benefits such as dental, vision, hearing, premium reduction, cost savings.

Agents should not need to record calls simply to set appointments or check in after sales.