SDOC Enrollment Training Notes - Updated (2022 08 06)

Outbound Call Script

You do not have to use this word for word. Though you are welcome to do so. What we are looking for you to do is communicate helpfulness, professionalism and the key content of the Script.

Hello, this is YOUR NAME calling from Explain My Benefits. I am calling for your School District Of Osceola , TIME OF APPOINTMENT enrollment meeting. I am sorry I have missed you. If you still need to enroll, please go to [www.SDOC- Benefits.com] to either schedule a new appointment or to self- enroll through our benefit enrollment system. Additionally, you may contact us at 321-244-7414, Mon. – Fri. from 8am- 5pm to receive enrollment assistance from a benefits counselor. You have till August 24 to enroll. Thank you. On your 3 rd Unsuccessful Call Where Voicemail Answers

Call Answered

Hello. This is [YOUR FIRST NAME] calling from Explain My Benefits for your School District Of Osceola , [ TIME OF APPOINTMENT] open enrollment appointment. Is this still a good time for you? “Yes”: Great. Over the next few minutes, we will walk through your benefits. As we go through your enrollment, please feel free to stop and ask any questions. My goal is to do exactly what the name of our company says and that is to Explain Your Benefits. “No”: I apologize. If you would like a new appointment time, please visit [www.SDOC-Benefits.com] to schedule a new appointment. If you choose to schedule a new appointment, I suggest you do so as soon as you can as appointment availability is on a first come, first serve basis. Also, you have the option to may self-enroll through our benefit enrollment system on [www.SDOC-Benefits.com ] or our Explain My Benefits mobile app. You have through August 24 to enroll.

SDOC Open Enrollment, Coverage Effective October 1

Explain My Benefits © 2021

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