SectionShort NameLong QuestionYESNONA
IntroductionAgent Name & Company NameDid the agent clearly state his name and the company name?
IntroductionReason for CallingDid the agent state the reason for the call?
IntroductionIdentifies client as 65 yoDid the agent identify the client or someone in the household is turning 65 within the next 6 months?
SalesMedicare Part A & BDid the agent confirm that both Medicare Part A & B will be in effect when the client turns 65?
SalesGolden WindowThe agent mentions the golden window for enrollment.
SalesNot Taking Part BThe client is not taking Part A or B when he turns 65 yo.
SalesCompany's RoleDid the agent explain the company's role?
SalesCurrent Health InsuranceDid the agent ask if the client currently has any health insurance?
Closing/TransferIntroduces Insurance AgentDid the agent introduce the licensed Health Insurance Agent by name?
Closing/TransferPen & PaperDid the agent prompt the client to get a pen and paper?
Closing/TransferCompletes Warm TransferDid the agent complete the warm transfer to the next agent?
Closing/TransferScript & TransitionDid the agent flow through the script and transitions smoothly?
Nature of CallTone, Articulation, Pitch, Volume, & PaceThe rep have the proper tone, articulation, pitch, volume, and pace.
Nature of CallUnique ApproachThe rep adapts their approach uniquely to the agent.
Nature of CallDead Air & InterruptionsThe rep have no long silences, interrupting or talking over the
Nature of CallActive ListeningThe rep have active listening skills.