How it works
Our proprietary lead model pinpoints prospects who are excellent candidates for medicare supplement.
By utilizing our advanced analytics along with defined age and profile demographics,
we strategically market to those who are relevant and most likely to respond.
Creating an efficiency lead cycle you can rely on.
+ Nationwide coverage in your licensed states
+ 64.5+ yrs old
+ Currently has Medicare Part-A and Part-B
+ No existing coverage
+ Requested a quote with an agent
(Introduction)
Hi, may I speak with (First Name)?
(Reason for call)
Mr./Ms. ______, this is _______ from the medicare supplement savings network. The reason for my call today is that you inquired about a free, no obligation medicare supplement quote.
(Qualifying Question)
Do you have a moment right now for a free medicare assessment? (Must be “YES” to initial question)
(I’m not interested) – Rebuttal
If you could have guaranteed coverage all while significantly reducing your out-of-pocket medical expenses, and still receive a full featured plan …Would you consider a medicare supplement offer (contact name)? (Must be “YES”, If “NO” –> Reject)
1 – Name, address, phone #?
2 – Age? (Must be 64.5+)
3 – DOB?
4 – Has Part-A and Part-B? Dates acquired?
If you can please provide your home or cell phone number as well, in case they can’t reach you on this one?
Congratulations! You pre-qualify for a no-risk medicare supplement assessment. Do you have 10 minutes right now to speak with an agent? (Must be “YES”)
Answer YES – Okay (First Name), we have an agent available and I’d like to transfer you….keep in mind that they might cover some of the questions that I have already reviewed….but please be patient, they are wonderful and have assisted numerous applicants like yourself and are there to help benefit you….hold-on one moment please.
Answer NO – Okay, when is a good time for me to call back so you can have a 10 – 15 minute chat with an agent for a free assessment? _________ Okay I will call you then. Take care and have a great day!
DATE: 1/3/2020 11:24:06
LEAD REF: 4039854
FIRST: Calvin
LAST: Wright
PHONE-1: 973-555-4444
PHONE-2: 973-333-2222
ADDRESS: 321 Main St.
CITY: Livingston
STATE: NJ
ZIP: 07039
EMAIL: Calvin.Wright@example.com
AGE: 68
DOB: 04/27/yyyy
GENDER: Male
PART-A: Yes
DATE ENROLLED (PART-A): 05/10/2017
PART-B: Yes
DATE ENROLLED (PART-B): 08/29/2018
DISPATCH AGENT: Katherine Albright
LEAD RESULT: Transfer Connected
CAMPAIGN #: 70-539826
TRANSFERRED TO: Kevin w/ Medicare Supplement Quotes of America
CALL-NOTES: Calvin is looking to receive a medicare supplement quote to reduce his out of pocket expenses.