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Hello

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Submitted By jordy90
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Thank you for calling Blue Cross Blue Shield of ____ My name iand i will be you licensed sale agent today ,how are you today?
________ told me that you are looking for a _______ is that corrected?
_____ told me that you have a question about ______ is that corrected?

I will be more happy to assist you
Just to inform you it is open enrollment and your effective date would be 1/1/15 if your enroll today

Would it be okay if i can ask you some question to better assist you
Need Assessment question 1. Would it be an individual or family? 2. Were you offered insurance through your employer? 3. How many times would you say you visit the doctor? 4. What would the natural of these visits 5. Are you taking any prescribe medication? 6. Do you have a doctor you like to keep? Or would you like me to find you a doctor near your area 7. Would you be interested in dental plans
Notes
This plan would be an_______ and they were _____ offered insurance through employer. They visit the physician ____ and the reason for the visit______. They are _____ taking medication list are____ . The doctor they have pick is____ and the ipn#____/ Inform them if the provider is not in the network they can give a call to their provider and see if they are going to taking the network for___ advise them to call member services to give them a doctor of choices. They are ____ interested in a dental plan

(If they qualify for the tax credit) May I interest you in the estimate tax credit to see if you qualify to lower down the premium price
(If they don’t qualify for the tax credit) base on the information you provide you would not qualify for the tax credit, but i would more than happy to still give you a quote?
Mr______ or Ms______ base on the information you provide i think (gave them the plan that suit them)_____________ and if the for your dental plain ______________(if they wanted dental)
How does the/those plan sound? Would you like to move on it would only take 30-40 minutes for the application process(if tier 3 is busy) would you like to move on i would more happy to email you the quote and to apply you would hit the link and apply online as of right now it would be the fastest way to apply
(Answer No) i understand would it be okay if i follow up few days later to with you since its open enrollment and want make sure where your where at?
(Answer Yes) i would like to send you to our application specialist it would only take 30- 40 minutes before i transfer you can i set a fellow up in a few day to see how it went?

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