Scripting Tips For New Users

Maximizing Success on Calls: Tips and Strategies

Our platform connects agents with high-intent clients across various verticals, including Medicare, ACA, Final Expense, and Mortgage Protection. To help you succeed, we’ve compiled proven strategies to make the most of the crucial first 25 seconds of a call and handle each call type effectively.

The First 25 Seconds: Setting the Stage for Success

The initial moments of a call are critical. Our most successful agents focus on three key actions during this time:

1. Answering the Phone Like a Professional:

   • Use a friendly, confident, and professional tone.
   • Example: “Hi this is [Your Name] with the Enrollment Center, it looks like you are calling from Texas is that correct?

2. Verifying the Resident State of the Caller:

   • Confirm the state where the caller resides to ensure compliance and eligibility for specific insurance plans.
   • Example: “It looks like you are calling in from the state of texas is that right?”

3. Verifying the Interest/Intent of the Caller:

   • Quickly establish why the client is calling to focus the conversation effectively.
   • Example: “Great, and do I have your permission to discuss medicare benefits with you today?”

These three steps build trust, establish clarity, and set a professional tone for the call.

Sample Call Intros for Each Call Type

To further enhance your success, use these tailored introductions for different call types:

1. Medicare
"Thank you for calling. This is [Agent's Name], a licensed Medicare agent
on a recorded line. Do I have your permission to discuss Medicare benefits with
you today?” 

Client: Confirms 

Agent: "Great! And you are in (Verify State)?"

2. ACA (Affordable Care Act)
"Hello, this is [Agent Name] from the Health Enrollment Center. I'm a licensed agent speaking with you on a recorded line for compliance purposes. Do you currently have Medicaid, Medicare, VA, TRICARE, or employer coverage?

Client: [Confirms]

"Thank you for clarifying. It looks like you're calling from [State]. Is that accurate?"

3. Final Expense
“Hi, this is (Your Name) I am the Licensed Insurance Agent that will be working with you. Are you looking to compare options for final expense burial coverage today?"

Client: [Confirms]

"Great, and it looks like your are calling from [State] is that right?"

4. Mortgage Protection
“Hello, this is [Your Name] with the mortgage protection center, It looks like you are calling in from [State] is that right?

Client: [Confirms]

"Great, and I take it you are calling in about the Mortgage Protection Form you received in the mail is that right?"

Important Disclaimer

We are not an FMO (Field Marketing Organization) or IMO (Independent Marketing Organization). Always check with your upline or compliance officer to ensure you are following the latest industry regulations and guidelines. The scripts provided are for general guidance only and may require customization based on your compliance requirements

Download the Full Sample Script

For more detailed scripts tailored to each call type, download our full sample scripts to guide you step-by-step during your calls.
➡️ [Click Here to Download Our Full Sample Script for Medicare]

➡️ [Click Here to Download Our Full Sample Script for ACA]

➡️ [Click Here to Download Our Full Sample Script for Final Expense]

➡️ [Click Here to Download Our Full Sample Script for Mortgage Protection]

General Tips for Call Success

1. Set the Tone Early: First impressions matter. Sound approachable and knowledgeable.
2. Ask Open-Ended Questions: This encourages the client to share more about their situation.
3. Stay Flexible: Be prepared to adapt based on the client’s responses.
4. Be Concise and Clear: Avoid overwhelming the client with too much information at once.
5. Listen Actively: Respond to what the client is saying and address their specific needs.

Consistency is Key

By mastering the strategies above and practicing your introductions, you’ll feel confident and prepared for every call. Remember, the first 25 seconds are your opportunity to establish professionalism, confirm key details, and build rapport—don’t let them go to waste!