2023 OEP- MediMain
MAPD SCRIPT
Hello (Customer name), my name is______ and I’m calling in regards to your Medicare plan
options for 2023. You may have seen some commercials or Ads for these plans before. Can
I have a moment of your time today?
1. Thanks! Right now we are in the first days of OEP (Open Enrollment Period), so there is
limited time to look at plans. Are you retired and collecting Social Security ?
➢ Yes → END CALL
➢ No → Go to next question
2. Do you currently have Medicare Parts A & B?
After prospect answers:
We have a wide variety of plans available and any information we provide is limited to
the plans we offer in your area. For a full list of options available, please contact
[Link] or 1-800-MEDICARE
➢ If they have both A & B → Go to Question #3
➢ If only 1 part (Part A or Part B) → Med Supp Script
➢ If they don’t have A & B, “Have you turned 65 in the past 3 months or will you be
turning 65 within the next 3 months?”
○ If Yes → Transfer to MAPD Queue (New to Medicare, automatic SEP)
➢If No to Both → U65 Script
3. Do you have a Medicare Supplement or a Medicare Advantage Plan?
if don’t know “Do you know if you have Part C, Part F, or Plan G?
➢ Part C (MAPD) → Transfer
➢ Plan F or G → Med Supp Script
➢ If neither → Go to next question
[Link] you also have Medicaid (along with Medicare)?
➢ Yes → Transfer
➢ No → Go to next question
5. Do you receive Extra Help on you medications, a Low Income Subsidy, or LIS?
➢ Yes → Transfer
➢ No → Ask “Ok, no problem and just to see if you qualify, if you’re single is your
income less than $1700 per month or if you’re married is it less than $2300
combined?”
○ If income under→ Transfer
○ If income over → END CALL
MAPD LIVE TRANSFER
I see you’re located in (state), zip code(xxxxx), is that correct?
“Okay, great! It looks like you may qualify for Medicare plans in your area. What I’ll do now is
connect you with a Licensed Agent who will go over all of your available options, okay?
Handoff: “Hello, this is (your name). I have (customer) on the line and he’s/she’s interested in
exploring their Medicare options in the state of _______, zip code is_______. Thank you and I
hope you both have a great day!
Med Supp, SEP, & U65 Conversions– Updated Script
MED SUPP SCRIPT
“There have been some recent changes to Medicare Supplemental insurance that covers
copays and deductibles that regular Medicare does not cover. These changes can help reduce
monthly premiums for the Full Coverage plan. (Go directly to #1)
If no: “This is a NO COST, NO OBLIGATION CALL FOR COMPARISON PURPOSES.
I just need to verify a few questions to see if we can help you.”
1. So, are you between the ages of 64-79? (If outside of age range END CALL)
2. Are you on Medicaid, Tri-Care, or Union Coverage through an employer, or any state
assistance?
IF YES → End Call
IF NO → CONTINUE
3. Do you use a Medicare Supplement, Plan F, or Plan G or a Medicare Advantage plan?
SUPPLEMENT/Don’t know → CONTINUE
MEDICARE ADVANTAGE → End Call
4. Besides the $170.10, taken out of Social Security for your Medicare card, do you pay more
than $100 to any other insurance company for supplemental coverage?
IF NO → End Call
IF YES → CONTINUE
5. What company do you have your Medicare Supplemental coverage with?
If answer is “I don’t know” → “What company name is on the card you keep in
your wallet?”
(CONTINUE EVEN IF THEY DON’T KNOW)
Med Supp, SEP, & U65 Conversions– Updated Script
6. Do you have a co-pay at the specialist when you go?
IF YES → End Call
IF NO → CONTINUE
7. In the last 2 years, have you received treatment for any Heart Issues, Cancer, or Stroke or do
you use more than 50 units of insulin daily?
IF YES → End Call
IF NO → CONTINUE
8. Have you ever had COPD, use oxygen, or have had any Kidney or Liver disease?
IF YES → End Call
IF NO → CONTINUE
Med Supp, SEP, & U65 Conversions– Updated Script
MED SUPP TRANSFER
I see you’re located in (state), zip code(xxxxx), is that correct?
So (customer), I’m now gonna connect you to one of our licensed agents to see if we can save
you a significant amount of money and improve your coverage as well, okay?
You might hear a little ringing or hold music but I’ll stay with you on the line until the agent picks
up. While we’re waiting, tell me, how’s your day going so far?
SMALL TALK
Handoff: Hello, I have (customer) on the line, please take it from here.
Med Supp, SEP, & U65 Conversions– Updated Script
U65 Script
So (customer), I first called you regarding Medicare, but it looks like you qualify for a
health insurance plan instead so I’m gonna ask you a few quick questions and then get
you over to an agent to check out your options.
[Link], would this be an individual or a family plan?
[Link] you currently on Disability Insurance or any kind of State insurance like
Medicaid, or do you currently have insurance through your Employer?
● If NO → CONTINUE
● If they say YES → Will it be ending within the next 90 days?
*If not → END CALL* *If yes → CONTINUE*
[Link] question, what is your estimated annual (household)income?
● Individual
$13k - $27k per year → U65 ACA XFER
If over $27k → U65 HIGH INCOME XFER
● Family
$20k - $47k per year → U65 ACA XFER
If over $47k → U65 HIGH INCOME XFER
*if under $13k & $20k respectively → END CALL*
(Optional) Alright and last thing, if we’re able to find you the best possible plan that’s going to
save you the most amount of money and cover everything you need, would you be open to
getting it within the next 45 days?*
Med Supp, SEP, & U65 Conversions– Updated Script
U65 Transfer:
I see you’re located in (state), zip code(xxxxx), is that correct?
Perfect, I’ll go ahead and get you over to the licensed agent to see if we can save you a
significant amount of money and improve your coverage as well, okay?
You might hear a little ringing or hold music but I’ll stay with you on the line until the agent picks
up. While we’re waiting, tell me, how’s your day going so far?
SMALL TALK
Handoff: Hello, I have (customer) in the state of ____ and he’s/she’s interested in exploring
his/her insurance options, thank you and hope you both have a great day.
Med Supp, SEP, & U65 Conversions– Updated Script
AUTOMATIC DISQUALIFIERS
MAPD AUTOMATIC DISQUALIFIERS
o TRICARE
o Over 65 years and 3 months of age without Medicare
o Only part A or only part B (send to Med Supp)
Med Supp, SEP, & U65 Conversions– Updated Script
