Medicare script for call center 2025

1. Click 'Get Form' to open the Medicare script for call center in the editor.
2. Begin with the introductory section where you will capture the caller's name. Ensure to ask, 'May I have your name please?' and record their first and last name accurately.
3. Confirm if the caller is enrolling in a Medicare Advantage plan by asking, 'Have you placed this call to enroll in a Medicare Advantage plan?' If they answer 'no', provide alternative contact information.
4. If they confirm enrollment, proceed to verify their permission for callbacks in case of disconnection. Capture their phone number for confirmation.
5. Ask if they are the Medicare beneficiary or a representative. If they are a representative, ensure they can provide necessary documentation.
6. Collect essential information such as Medicare card details, including claim number and effective dates for Parts A & B.
7. Gather additional applicant information like gender, date of birth, and address while ensuring accuracy through repetition.
8. Finally, read through important legal statements and obtain verbal consent from the applicant to complete the enrollment process.

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