Sample Health Script

Hi “John”
This is “insert your name here” and I am from “insert your company name here”. Our company is a local health insurance provider. We specialize in helping business owners like you save money through our customized plans. Are you interested to find out more about the plans that can suit your need and budget? We just need some basic information from you before we get started.

Do you have an individual or family insurance plan? Or do you have a group plan? Are you enrolled in a government-subsidized insurance plan?

What company are you currently using for your health insurance?

Ok, thanks for the information “John”. Can I ask you a couple more basic information? This will be used by our brokers to determine the best customized plan for you.

What is your home zip code?
Can I know your date of birth?
Do you smoke?
Also, is there anyone in your family that you like to cover along with your plan? Any spouse? Kids? Or co-workers?
(Get additional person’s date of birth, ask if they smoke, and ask their gender)

Okay moving on, what’s your email?
Have you or anyone you mentioned previously been diagnosed with heart attack, cancer, stroke, diabetes or had a serious back injury within the past 7 years?

Lastly, we will need to know if you have an annual income of 40,000 or more?

Thank you for your answer, “John”, now before I go, can I forward your contact to our local broker? He will call you to follow-up on the plans.