Insurance CRM Outbound Dialing Script

Opening Script

Hi the customer, my name is with INSURIST AGENCY on a recorded line!

I'm happy to check the benefits available in your zip code and see if your health insurance policy is set up correctly. This will just take a couple of minutes to review on the phone.

Do you have Medicare A&B?

Has Medicare A&B?

Qualification Questions

Yes continue

NO ASK what is your DOB?

If under 64, ask if they have SSDI for 2 years or more.

If yes continue.

Date of Birth

Age Calculated

Contact Information

Ok I just need your zip code and address.

I have your email as your email and Phone as your phone number. Is this the phone and email that you have current access to?

MUST VERIFY CORRECT - EMAIL AND PHONE

Zip Code

Full Address

Email Address

Phone Number

Contact Info Verified?

Yes - Verified No - Needs Update

Consent Verification

After this call we will follow-up just to make sure you received your cards in the mail. And we will send you reminders on the health insurance perks like annual exams or birthday wishes or renewal reminders. I JUST NEED YOUR CONSENT:

Do you consent for Insurist Agency and associates from Insurist Agency to call, email or send text messages regarding health insurance needs. Insurist Agency will NOT share this information with anyone for any other purpose. Your consent can be revoked at any time by simply calling in or emailing Insurist Agency.

Do you consent to the statement? Is that a Yes?

Customer Consent

Yes - Customer Consents No - Customer Declines

Consent Notes

Customer Information Form

Let me gather some additional information to complete your profile.

Title:

First Name:

Last Name:

Call Notes & Comments

Sales Information

Now let's review your current policies and see what additional coverage might benefit you.

Policy Information

Policy 1 - Medicare Only

Policy Type

Carrier

Policy Number

Premium Amount

Effective Date

Additional Products

FINAL EXPENSE PHARMACY CRITICAL CARE HOSPITAL INDEMNITY DENTAL VISION

Customer Services Information

Let me verify your current service status and any additional services you may need.

I need to review your application status and current AOR (Agent of Record) information. This helps us ensure you receive proper service and follow-up care.

I also want to make sure you're aware of any additional services like HEAP or KEEP that might be available to you.

Application Status

2025 APPLICATION SUBMITTED

2026 OEP APPLICATION SUBMITTED

Service Information

AOR Status

HEAP

KEEP

Notes History

Previous Notes & History

Closing

Thank you so much for your time, the customer. We will follow up in about 2 weeks to make sure you have received your cards in the mail.

In Contact Curriculum

Select One

Send Email/SMS

MEDICARE Customer Consent

MEDICARE Customer Consent Status

MEDICARE Customer Consent Email/SMS

CLOSING STATEMENT

Thank you so much for your time. We will follow up in about 2 weeks to make sure you have received your cards in the mail.

Additional Closing Notes