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First Call Scripts

Voicemail: 

Hi ____ this is _____ with American Ally. It looks like you recently went on our website and requested info on our health insurance plans. If you just want to give me a call back when you get this message, my number is _____. 

Intro Call: 

Hey __(First Name)__ this is ____ with American Ally, how are you doing today? 

Great, it looks like you recently went on our website and requested more information on our health plans. Did you see that quote that we had sent to you via email?

Yeah so it looks like it came out to $____for ____ (Just you?, 

Spouse?, Kids?)

  • “Too expensive” - Well, our plans are customizable, did you have a budget in mind that you were trying to stay inside of?

 

Overview: 

So, to kind of give you a high level overview, we are a full medical plan. We cover everything from routine annual visits, we give you 20 office visits per person per calendar year, all the way up to things like heart attacks, strokes, cancer, hospitalization, surgeries, kind of the whole nine yards.

Now, one of the biggest differences with how our plan works versus a lot of other plans on the market, is the fact that we don't have co-pays, coinsurance, and you only have to pay a deductible with us when you stay in the hospital for more than 24 hours. So, even if you go to the hospital at 10am, but you’re out by 8pm you still don’t have to pay a deductible. 

So this means we’re not having to pay any kind of crazy deductibles for things like doctors visits, prescriptions, outpatient surgeries and even cancer treatment.

 

Drawbacks: 

Now, there are a couple main drawbacks to this plan.

First and foremost our plan does not cover any kind of maternity benefits. So pregnancy, delivery of kids, stuff like that.

Now the second thing is, we do cover pre-existing conditions. But we do have a 12 month exclusion on the KNOWN pre-existing conditions. So, it’s not anything you don’t know about, but for example. Let’s say in the last twelve months you went and saw a doctor and said you were having some elbow pain and they recommended that you have elbow surgery. Well, of course you wouldn’t be able to hop on this plan and get that surgery right away. Now, after twelve months, we cover it just like normal. 

 

Setting The Plan Review: 

So, ____ normally what we like to do is, we’ll actually schedule an appointment where we can review the plan in detail with you. I’ll normally send out a calendar invite with a google meet link, which is kinda like googles version of zoom. On that call I’ll actually share my screen with you, and go over everything from start to finish. Again, we’ll make sure it’s a good fit for you, and then we can kind of talk about next steps from there if we need to. 

Okay, ___ perfect we’ll see you at “3pm on Friday” (Time and Day)