Scripts & Cheat Sheets

• Say the right thing with call scripts, disclosures, and qualification tools. • Get SEP guidance and script support for Medicare, Med Supp, and more. • Use live or before dialing to stay compliant and effective on every call.

⭐ = Important or most-used resources by agents

Scripts / Flows

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Medicare HEAP Scripts

The Medicare HEAP Program scripts used for medicare and hospital indemnity plans. Includes other valuable resources.
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MAPD Sales Flow Checklist

Questions to ask clients to make sure you have covered everything you need to uncover an opportunity/sale.

DSNP OTC Chronic Qualifications

Properly confirm your clients can receive their food card benefits.
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SEP Cheat Sheet

Help to understand what each SEP is and how you can use it for your clients.

Medicare Disaster Lookup Tool

Find DST from FEMA and other sources to qualify clients for a Disaster SEP.

MAPD Telesales Disclosures

Disclosures that need to be read during the sale. Usually HealthSherpa and Sunfire have these on the enrollment.
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GTL Hospital Indemnity Agent Guide

Helps with everything GTL related: questions, contracting, quoting, selling, and guarantee issue states.

Medicare Supplement Script

Used for Medicare Supplement clients, educating them on Medigap and if they qualify. Generally for aging in clients.

Medicare Supplement Sales Flowchart

Used for qualifying if someone is eligible for a Medicare Supplement.

Other Resources

UIP Dropbox Link

This is the link to the dropbox that has all the UIP recorded meetings and resources.

Referral Letter for MAPD Retention

MAPD retention and referral letter that confirms enrollment, highlights extra health/life options, and explains the $25 Amazon referral bonus for non-Medicare products.
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