Opening Script
Yes- There is nothing wrong with the statement.
Minor- The BA/ADP did not read the statement verbatim (the year was not stated)
Major-The BA/ADP skipped part of the statement (the year was not stated)
True
False
No- the ADP only obtained a response regarding Mr. Smith's application.
No- the answer should be "no" since the customer is completing the enrollment for his spouse.
Yes.
Medigap-GI
Cost plan
Vision plan
Medigap-Underwritten
Medicare Advantage plan
Dental plan
Prescription Drug plan
True
False
Yes.
Major- The BA/ADP skipped this line completely.
Minor- The ADP/BA did not obtain consent to record the call.
True
False
A- Obtain a verbal response to the HIPAA question from each customer.
B- Read the entire opening script twice, once to each customer.
C- Provide the average of the two premiums if they are different for each customer.
D- Both B and C.
None of the above.
True
False
3-10 only
6-10 only
9 only
53 only
We would only coach this
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