Scripts

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Mar 21, 2025 6:12 PM

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Scripts

Important Sales Call Information

Within the first minute you must read the disclaimer!!

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.