Your agents must use carrier-specific scripts when making sales calls, conducting enrollments, or scheduling scope appointments. We provide these templates for each carrier so your team stays compliant with carrier requirements and CMS regulations.
What Scripts Do You Need?
Each carrier has specific script requirements. We've built templates for Multiplan (both English and Spanish). Download the templates for your carriers and train your team to use them.
Available Scripts
Contact us at [email protected] for script assistance.
Calculate Your Plan Coverage
Use this tool to verify how many plans and organizations your scripts cover. This helps you confirm compliance scope before your agents make calls.
Important Sales Call Information
Within the first minute, you must read the disclaimer!
How to Use Scripts
Download the script for your carrier(s)
Train all agents on the script before they make sales calls
Agents must follow the script closely — improvising on key compliance points (like disclaimers) can create violations
Keep a copy of the script and proof of agent training on file
Script Training Requirements
Make sure your team knows:
Scripts are mandatory, not optional
All agents (licensed and unlicensed) must follow scripted language for sales and enrollment
Scripts change each plan year — review updates in January
Questions about script compliance? Reach out before your team starts calling