Good Evening/Morning. My name is ______________ with United Medicare Advisors on a recorded line. I understand you may be interested in learning more about Medicare options, is that correct? 

(Response - Yes)

I’ll be happy to help you

United Medicare Advisors is one of the largest Medicare insurance agencies in the country, having earned an A+ rating with the Better Business Bureau and received more than 30,000 five-star reviews. Our experienced, licensed insurance agents will compare the latest plan options across all of the carriers we represent to find you the policy that best matches your healthcare needs and budget - all free of charge. 

(Response - No)

Is there another type of coverage you are interested in learning about? United Medicare Advisors work individuals seeking many different types of health insurance plans? 

(If yes, continue to collect contact information.)

(If genuinely not interested in any type of health insurance and unwilling/uninterested in giving their contact information, politely thank them for their time and remind them if they change their mind they can call back.)

Great! May I have your first name please?

• First Name (Confirm Spelling) 

And your last name please

• Last Name (Confirm Spelling) 

Unfortunately, all of our licensed agents are currently offline. To ensure you get a prompt call back during our normal business hours I’m going to capture your contact information on behalf of our licensed agents so they can prepare a free, no-obligation quote. Sound good?

(If No - If you provide your information for a call back I will send you an educational ebook about Medicare Supplement absolutely free. May I get your phone number where we can reach you tomorrow?)     

To reach you, what is the best telephone number for you?

• TFN

Thanks (Mr/Ms. LAST NAME), what is your current address?

• Address
• City
• State
• Zip code

And now your date of birth?

• Date of Birth

And now your age?

• Age

Finally, what email address should we send follow up information to?

• Email address

Thank you so much for that information! To ensure that our agent can reach you to discuss your Medicare options I need to read a quick statement.

By saying “yes” you provide your signature expressly consenting to be contacted by United Medicare Advisors or its subsidiaries, affiliates, or agents at the number you provided regarding health insurance products or services via live, automated or prerecorded telephone call, text, or email. You understand that you are not required to enter into this agreement as a condition of any purchase. You can revoke this consent by calling 1-866-937-1443. Do you provide your signature? 

• TCPA Consent (Y/N)

END ____________________________________

Common Challenges:

No that's ok, I’ll just call back

To ensure the best experience I can have you prioritized tomorrow so that there is no wait time to speak with one of our licensed agents.