Inbound Phone Script

So you will be receiving your insurance card approximately 2 weeks after the effective date, which is, ______.

Can you receive text messages on this number?

Now as I mentioned in just a moment you will have my contact info in that text message... If you have a friend or family member that needs help just give them my number and tell them to call or text, if I dont answer its because I'm on the other line so tell them they can text and I will take care of them myself!

So lemme get all this info written up for you and that text message sent over, it was a pleasure assisting you today, if you need anything just reach back out to me directly, again my name is ___. Thank you Mr/Mrs ________.

TEEXT TEMPLATE:

Agent Name -

Insurance Company -

Subscriber ID:

Effective Date:

Monthly Premium: $

Annual Deductible: $

Primary Doc: $

Specialist: $

Preventative Care: $

Urgent: $

Generic Drugs: $