Say the right thing, the right way—every time.
In the fast-paced world of Medicare sales, compliance isn’t optional—it’s essential. As an agent, one misstep in your script can lead to serious regulatory consequences, lost enrollments, or even termination of contracts. That’s why having a rock-solid, CMS-compliant script is one of the most powerful tools you can keep in your Medicare sales toolkit.
We have partnered with YourPlanChoice, where compliance and performance go hand in hand. Whether you’re a field agent working remotely or part of a telesales call center, YPC’s carefully crafted 2025 sales scripts are designed to protect your business, enhance your professionalism, and ensure you deliver a high-quality experience to every beneficiary.
✅ Field or Telesales? Covered Either Way
Both versions are designed to help you guide the conversation smoothly—from greeting to close—while staying within CMS guardrails.
Field Agent Script
Ideal for remote, one-on-one plan reviews. It supports customized plan discussions and face-to-face follow-ups (even if virtual)
Telesales Script
Optimized for high-volume call environments, blending speed and accuracy with full CMS alignment.
What Makes These Scripts So Valuable?
Here are just a few reasons why these field and telesales scripts are must-haves for any agent selling Medicare Advantage or Prescription Drug Plans:
✅ Built-in Compliance at Every Step
Both scripts are fully aligned with CMS regulations and include critical must-read disclosures such as:
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TPMO disclaimers (e.g., “We do not offer every plan available in your area…”)
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Scope of Appointment scripting
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Privacy statements
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Election Period eligibility checks
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Power of Attorney and decision-maker protocol
Having this language baked into your call flow means you don’t have to worry about missing mandatory statements or scrambling to remember legal phrasing. It’s already there—word-for-word.
✅ Real-World Language That Connects
Compliance doesn’t mean robotic. These scripts include agent-friendly phrasing that keeps conversations clear and empathetic, such as:
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“Would you like to discuss all of these options or are you only interested in certain ones?”
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“Do you have a pharmacy or doctors you want to make sure are in-network?”
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“Which benefits matter most to you—dental, vision, transportation?”
By striking the right tone, you build trust while gathering key information needed for plan recommendations.
✅ Enrollment-Ready & AEP-Proof
YPC scripts include clear guidance for:
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Annual Enrollment Period (AEP) and Special Election Period (SEP) determinations
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Plan comparisons using platforms like SunFire
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Enrollment confirmation steps and how to transition the conversation to the application
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Closings with complaint rights, cancellation options, and CMS-mandated verbiage
You’re not just helping clients choose plans—you’re helping them understand what they’re enrolling into.
✅ Why This Matters More Than Ever
CMS has cracked down on sales practices in recent years, and audits are getting more detailed. Having a compliant script protects your livelihood—and signals to clients and carriers that you take their coverage and your license seriously.
Whether you're new to Medicare sales or a seasoned veteran, don’t leave compliance to chance.
Ready to Upgrade Your Process?
If you’re contracted through YPC or plan to be, make sure you’re using the most current 2025 script for your sales channel. It’s not just about checking boxes—it’s about doing what’s right for your clients, your business, and your career.
Need help customizing or training your team on compliant delivery? Let’s talk. We’re here to help you stay protected and productive all year long.
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