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This is __________ from _________________.

I was calling for ____? 

Our company is a local health insurance provider. I just want to make sure you are getting a fair rate on your health insurance. We typically save customers around 50% on healthcare.

What company are you currently using for your health insurance?

(FYI: U.S. HEALTH offers association-based plans with hundreds of thousands of members. - Typically saving customers 50% on healthcare.)



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 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?

Great we will have the broker reach out to go over our plans, what is typically the best time to reach you?

U.S. HEALTH Advisors
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