The Script That Closes.

Select Your Script

Choose the plan type to begin the guided sales workflow with integrated rebuttals and smart prompts.

Qualify First

Step 01

Qualify Page

Inbound & outbound opener. Gather demographics, income, coverage history.

Start Here

Fixed Indemnity Plans

Tab 02

Fixed Indemnity

PHS, First Enroll, BWA Paramount. Limited medical PPO plans.

LMTD

Tab 03

Health Protector Guard

UHOne fixed indemnity. United Healthcare Choice PPO network.

HPG

Short Term Medical

Tab 04

FE/PHS/NEO STM

Thrive, Pinnacle, Nexus Care. PHCS & Cigna PPO networks.

STM

Tab 05

UHC Short Term

Plan 80 Max, Co-Pay Select Max, Plan 100 Max, Value PPO.

UHC STM

Wellness & MEC

Tab 06

Wellness & Preventative

AdvantCare, TVP, TDK Wellness. First Health PPO network.

Tab 07

Minimum Essential Coverage

True Health, MedFirst, ERISA group plans. MEC compliance.

MEC

Tab 08

AdvantCare

Plans 2,3,6,9 + Well Premium. First Health PPO, ERISA group.

ABC

Premium Private Options

Tab 09

Smart Choice

First Health PPO major medical. Co-pay based after deductible.

PSM

Tab 10

LifeX

VL & Major Medical. PHCS/Cigna/Anthem PPO. Simplified issue.

LifeX

Major Medical

Tab 11

ACA Bundle / Wrap

Marketplace major medical with supplemental ancillary bundle.

ACA

Learn the System

Script Training

Watch these walkthroughs before hitting the phones. Master the qualify process and the pitch before going live.

Module 01 — Qualification

How to Qualify a Prospect

Walk through the full qualify page — inbound and outbound openers, gathering demographics, health history, household size, income, and setting price expectations before parking the call.

Module 02 — The Pitch

How to Deliver the Script

Learn how to present the plan from the teaser through to the close — covering benefits, handling objections in the moment, and walking the prospect through verification and post-close.