Reference Library      

Membership Script with Recorded Call

Membership Script – We do not offer services in the state of Montana, Alaska, North Dakota, South Dakota, Wyoming, and Vermont

Hi this is _____________ from the AmeriPlan Dental Benefits office. You requested some information about our benefits… how can I help you?

Great, do you have a pen and paper handy?

What I would like to do is ask you a couple of quick questions so that I can direct you to the right information.

"Now, do you have an immediate dental need or are you just looking for a good dental plan?"

Do you currently have health benefits?

"Are you looking just for yourself or for everyone in your household?" (If the answer is HOUSEHOLD, then ask them “how many people currently reside in your household?”)

Thank-you for answering my questions; let me tell you a little bit about our services that we offer.

(Name), AmeriPlan can cover you for $14.95 a month or your entire household for just $19.95 per month with a one-time enrollment fee of $20. Have you ever heard of AmeriPlan? (Pause) AmeriPlan is a 16 year old company that currently serves over 1.5 million members and we have over 400,000 providers nationwide. We belong to the Consumer Health Alliance, the National Association of Dental Plans and we’re listed as the nation’s # 1 dental benefit provider in the country.

If they are looking for a Health Plan, add “We also have ways to save you money on your healthcare needs and have a plan that will cover your dental and health needs for only $39.95 a month.

“(Name), the BEST way to get you the information as to how this plan works to save you money on your dental care (or dental and healthcare), is for me to have you listen to a very brief but comprehensive 3 min. (5min - health plan) recorded call. You might want to take some notes as there is a lot of information. And (Name), after that call, I'll come right back to you to answer any questions you may have….” Ok?

3 way them info the recorded call that goes over the Dental Plus Plan (3 minutes) (951) 262-1650 or Total Health (641) 715-3900 access code 65959#

After the call…

(Name), could you hear that okay?” “Great, what did you like about what you heard?" Does that sound like something that would benefit you (your family)?

If YES: Great, let's get you processed. How do you want your name on your membership card? Process the application.

"Now you will receive a packet from our corporate office in 10-14 days that includes your membership cards and provider booklet. Please call me when you receive your membership packet so we can go over the how to use the service. Again my name is _______ and my number is ___________."



Application Process the application after you get off the phone with the client.

Name Date of Birth Address City State ZIP

Phone Email address Other Family Members Name Date of Birth Relationship Gender M/F

Payment Info 3rd or 18th of the month

CC # ________________________________ Expiration Date ________

Checking Account Routing # _________________ Account # _______________________

Savings Account Routing # __________________ Account # _______________________

     
         
                                        
 

                    













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