This script is for scheduled appointments , typically set via text but dials as well. This includes the 5 steps of the pitch and the basic qualifying information you may need when discussing a client’s needs.

This script is designed to help you pitch benefits to a healthy client that may qualify for medical underwriting. This would follow an email template that includes an ACA option (guaranteed issue), a Premier Advantage (comprehensive) plan, and a Secure Advantage (catastrophic) plan.

This script is designed for clients that require a product that does not require medical underwriting. This script follows an email template including an ACA plan and a Health Access quote.

Use this script if you get someone on the phone while doing dials. This script is meant to schedule the appointment. If the client is available and prepared to chat, you may also be able to go through Part 1 / Initial Call.

Use this script for when you are submitting a client’s policy.

Use this script if you get someone on the phone while doing dials. This script is meant to schedule the appointment. If the client is available and prepared to chat, you may also be able to go through Part 1 / Initial Call.