Did the BA verify the customer's profile?
Did the BA ask the customer Situation Analysis questions?
Did the BA present plans?
Did the BA go through the quoting screens?
Did the BA add a plan to the cart?
Did the BA offer dental/vision plans?
Did the BA add prescriptions to the customer's profile?
Did the BA do a Needs Analysis?
Add prescriptions to the profile
Read the Medical Information Release statement
Yes
No
Yes
No
True
False
Coming up, you are not required to answer health or prescription questions. If you do answer those questions, your answers won't affect your eligibility to enroll in a plan.
I might ask some questions regarding health or prescriptions. You do not have to answer them but I recommend you do.
Some of the plans will want to know what prescriptions you take and may want to know about your current health. You don't have to answer any questions though because you are guaranteed issue.
As we move forward, you do not have to answer any health or prescription questions. If you do, your answers will not affect your eligibility to enroll in a Medicare plan. Okay?
As we proceed, you are required to answer any health or prescription related questions. Your answers will affect your eligibility to enroll in a Medicare plan.
Yes
Minor
N/A
Yes, with a coaching note
Yes
No
Yes
No
I will now transfer you to the Application Specialist. They will help you complete the application. Do not hang up or your application will not be processed.
I am going to transfer you to the Enrollment Team Representative. There will be a brief hold before they pick up the phone. Do not hang up or your application will not be processed. If you do get disconnected, call back and you will be routed to the correct team.
Our enrollment specialist team will be helping you complete the application. If you hang up, we cannot process your application.
Thank you and have a great day!
Yes
No
True
False
Wait!
Here's an interesting quiz for you.