8. The Hand Off [Script]

Question 1

1. Page Agent

Answer 1

Now NAME, what I’m going to do is get our Senior Benefits Coordinator, AGENT, on the line with us, to make sure we are getting you qualified, for all of the discounts and benefits you’re eligible for. I really want to give you the best treatment, and s/he is really good. Let me page you over to her/him.

Question 2

2. Wrap-Up

Answer 2

So what do you have planned for the rest of your day? (feed it back to them)

Question 3

3. Introduce

Answer 3

Alright NAME, AGENT is ready to see what you qualify for. AGENT, this is NAME. NAME, it was so nice getting to know you, you have a wonderful rest of the day.