Logo
    Contact us
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    [ARCHIVED] Spark Help Center (VISIT https://help.sparkadvisors.com/en/)
    Scripts

    Scripts

    Thumbnail2
    Last edited time
    Apr 2, 2025 3:47 PM
    Select
    Thumbnail

    Scripts

    TPMO Telephonic Sales and Enrollment and Scripting Oversight.pdf111.6KB
    Multiplan_Engscript2025_Spark_M 9.30.24 Final (1).docx67.5KB
    Multiplan_Spnshscript2025_Spark_M.docx44.4KB

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

    Plan/Organization Calculator

    Important Sales Call Information

    Within the first minute you must read the disclaimer!!

    image

    Call Recordings

    😍Best-of 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.

    Logo

    support@sparkadvisors.com