Introduction / Handoff
This is YOUR NAME.
(Wait for handoff to be read from the front end.)
Greeting & Verification
Hello CLIENT NAME, my name is YOUR FULL NAME, and I am a licensed Health Care Plan Advocate. Part of my role is to make sure you are on the highest-quality Medicare plan available to you.
Do you have your red, white, and blue Medicare card handy, or do you need a moment to grab it?
If not handy:
If you’re comfortable, I can also pull up your information using your date of birth and Social Security number. Would that be okay?
Recording Disclosure & Role Explanation
After the MIB pull:
This call is recorded for your protection. I represent most Medicare-approved companies, which allows me to review your current plan and make sure you’re taking full advantage of all the benefits you’re entitled to.
Information Collection
At this time, I’ll need to:
Confirm your doctors
Collect a list of your current medications
(Ensure all information is entered before reviewing alternative plans.)
Appointment & Enrollment Disclaimer (Pre-Plan Review)
Before I look at plans for you, I need to read a brief disclaimer:
Please understand that we are setting a phone appointment today to discuss your Medicare Advantage plan options. You will not be automatically enrolled in a plan. You are not obligated to enroll today, and choosing not to enroll will not impact your current or future Medicare enrollment status.
Plan Comparison & Recommendation
Once a better plan is identified:
Pull the member’s current plan side-by-side with the new plan in Sunfire
Review the benefits of the new plan clearly and thoroughly
After reviewing the plan:
Based on what we’ve gone over, would you like me to enroll you in the XYZ Plan for 2026?
Enrollment Transition
Once the member agrees:
Great. I’m going to begin the application process for you. I’ll be completing some information on your behalf, so I appreciate your patience. Before we proceed, I do need to read another required disclaimer. Is that okay?
Enrollment Disclaimer (Required Verbatim)
To complete the enrollment application, we need to review some important information. I will read several statements, and when I am finished, I will ask you to confirm that you understand them.
By completing this enrollment, you agree to the following:
You may only be enrolled in one Medicare Advantage plan at a time.
Enrollment in this plan will automatically end your enrollment in any other Medicare Advantage plan.
Your enrollment is generally for the entire year, and you may only leave this plan or make changes during certain times or under specific special circumstances.
By joining this Medicare Advantage plan, you acknowledge that the plan will release your information to Medicare and other plans as necessary for treatment, payment, and healthcare operations.
You also acknowledge that the plan may release your information, including prescription drug event data, for research and other purposes in accordance with all applicable federal statutes and regulations.
You confirm that the information you have provided is correct to the best of your knowledge.
You understand that intentionally providing false information may result in disenrollment from the plan.
You understand that your verbal agreement, or the verbal agreement of an authorized representative acting on your behalf, confirms that you understand the contents of this enrollment.
To confirm your application, please clearly state:
Your full name
Today’s date
The city and state you are currently located in
Finalization
After the member states their name, date, and city/state, complete and submit the application.