That Being Said... If You And I Are Having a Good Conversation...
If we get disconnected does (Agency Name) have permission to Call or Text or Communicate electronically including through AI
technologies at:
(MUST be a definitive YES)
To See What You Qualify For...
Do I have your permission to verify your Medicare AND Medicaid eligibility through CMS?
(Must repeat back MBI and Effective dates)
Medications
MUST READ FOR EVERY DRUG YOU LOOKED UP - FROM SOB
QUANTITY LIMIT (NO/YES, LIMIT NUMBER)
PRIOR AUTHORIZATION (YES OR NO)
(IF NOT IN FORMULARY – MUST READ) Any amount you spend for a non-formulary drug is not counted towards the deductible, initial coverage limit or out of pocket cost UNLESS the plan approves a formulary exception.
If an exception is approved, the non-formulary drug will be covered
Using an Enroller?
**NOT UHC or CIGNA**
SEND ENROLLER MARX REPORT
**Everyone Reads the Following**
Our Customer Service Number is: 866-640-1460 and my direct number is (Agent Number)
**FILL OUT CONTACT FIELD AND MEDICARE INFORMATION IN TLD & SUBMIT REQUEST INTO THE ENROLLMENT DEN IN SLACK**
Please also WRITE DOWN the name of the plan that you are enrolling into. It’s called (Full name of the Plan).
Do you understand the new plan you are enrolling into today will replace your current plan? (MUST be a definitive YES)
So we did all the heavy lifting, and now for the easy part. I’m going to conference in my (insert state name) specialist and they will complete your application immediately. His/her name is (insert enrolling agent’s name) and they will take great care of you. Thank you so much for your time and have a great day! (transfer to enroller) —----->YOU ARE DONE AFTER TRANSFERRING!!!
