DFG VAULT

Your central hub for Medicare agent resources, tools, and training

Scripts & Cheat Sheets

What to say on the call and how to run it correctly. This area includes Medicare, Med Supp, and Hospital Indemnity scripts, sales flow guidance, disclosures, SEP tools, and qualification resources. Use this during live calls or when preparing to dial.

Reference

DSNP OTC Chronic Qualifications

Properly confirm your clients can receive their food card benefits.

Scripts / Flows

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.

GTL Hospital Indemnity Agent Guide

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

MAPD Telesales Disclosures

Disclosures that need to be read during the sale. Usually HealthSherpa and Sunfire have these on the enrollment.

Tools

Medicare Disaster Lookup Tool

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

Medicare HEAP Scripts

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

MAPD Sales Flow Checklist

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

SEP Cheat Sheet

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

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