Scorecard
Agent
Date of Call
MM slash DD slash YYYY
Date of Review
MM slash DD slash YYYY
Length of Call
Call ID
Product Sold
Call Reviewed by
Identified reason for calling
Yes
No
N/A
Brand Phone Call
Yes
No
N/A
Verified Medicare Part A and B
Yes
No
N/A
Determine Medicaid/LIS
Yes
No
N/A
Determine SEP
Yes
No
N/A
SOA
Yes
No
N/A
Transition Transcript
Yes
No
N/A
Determine Med Sup v Med Adv
Yes
No
N/A
Explained HMO restrictions
Yes
No
N/A
Inquired about Doctors Compliantly
Yes
No
N/A
Inquired about Prescriptions Compliantly
Yes
No
N/A
Accurately presented plan benefits
Yes
No
N/A
Verified Inbound vs Outbound
Yes
No
N/A
Read Medicare Disclaimer
Yes
No
N/A
Premium
Yes
No
N/A
Deductible
Yes
No
N/A
Specialist Copay
Yes
No
N/A
PCP Copay
Yes
No
N/A
Hospital Copay
Yes
No
N/A
ER Co Pay
Yes
No
N/A
Drug Tiers
Yes
No
N/A
Verified consumer information
Yes
No
N/A
Varified ESRD
Yes
No
N/A
Agent Verified POA
Yes
No
N/A
Identified Preferred Payment method and verified pmt info
Yes
No
N/A
Agent Compliantly Completed Application Signature
Yes
No
N/A
Explained New Coverage Replaces Current Coverage
Yes
No
N/A
Provided customer with summary of purchase
Yes
No
N/A
Explained Next Steps
Yes
No
N/A
Agent Doesn't Sell on Free Look
Yes
No
N/A
Does not make inappropriate statements
Yes
No
N/A
Pass/Fail (Fail = 3 or greater):
Yes
No
N/A
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