Opener
Inbound Medicare opener
Hi, this is {agent} with Summit — I see you requested help reviewing your Medicare options. Quick question to point you the right way…
Open script →Script library
Proven call frameworks · openers, discovery, objections, closes
Updated Jul 19, 8:00 AM CT
Opener · 2Discovery · 1Objection · 2Close · 2Compliance · 1
Opener
Veteran lead intro
Thanks for your service. A lot of veterans don't realize they may qualify for additional coverage on top of VA — let me walk you through it.
Open script →Discovery
Needs-analysis discovery
Before I quote anything — what doctors and prescriptions matter most to you? That's what tells us which plan actually fits.
Open script →Objection
"I need to think about it"
Totally fair. Usually when folks say that, it's one of three things — cost, doctors, or trust. Which one's on your mind?
Open script →Objection
"My current plan is fine"
Great that you're covered. Plans change every year though — let's make sure yours still has your doctors and meds for next year, no charge to check.
Open script →Close
AEP plan-change close
Based on your doctors and scripts, this plan saves you about $___ a year and keeps everyone in-network. Want me to lock it in before the deadline?
Open script →Close
Final expense transition
While we're protecting your health coverage, a lot of clients also want to make sure the final bill never lands on their kids…
Open script →Compliance
SOA + recording reminder
Quick housekeeping before we look at plans — I'll note your scope of appointment and this call is recorded for your protection.
Open script →