Medicare
Supplement Tools
Anthem Voice Signature Recording Tool
Use the link below to enter the webcast at any time.
Agents must first watch the Anthem Voice Signature Training Webcast. Upon completion of the training, the agent will be emailed an Agent Access Code to access
Anthem Telephonic Scope
Obtain recorded Scope of Appointment (SOA)
SOAs may be recorded on an outbound or inbound call. Speak with prospect on phone, inform them that they will be completing a recorded SOA. Prospect should have paper or e-copy of SOA. Follow phone prompts with prospect to complete recorded SOA.
1. Dial the corresponding phone number
Voice Signature Tool phone numbers
2. Enter your Access Code (the one emailed to you after completing Anthem’s Voice Training)
3. Press Pound (#) to start the recording
4. Press 1 for English and 2 for Spanish
5. 3 Options: Press 1 for SOA
6. Agent Verbally says the state the applicant Lives in
7. Press star (*) to confirm the applicant is on the phone
8. Anthem plays recorded instructions. After each prompt, press #1 to accept and continue.Anthem plays at least 10 prompts.
9. At the end, the applicant must state their name and press pound
10. At the end, the applicant must say todays day and press pound
11. The “signature” for the application the code: Agent ID + last 4 of agent’s phone number
Remember your recording call ID number, you will need it later to enter in the Producer electronic application
Anthem Telephonic Presentation:
Conduct a compliant telephonic presentation. Email the marketing Kit. Explain the process to your customer in advance of the call. All enrollments must be done on an INBOUND CALL.
Anthem Telephonic Enrollment
1. To merge the Anthem Voice Signature Tool, call the appropriate phone number (brand), and merge prospect’s call.
Voice Signature Tool phone numbers
2. Enter your access code (emailed to agent after completing Anthem voice training)
3. Press pound (#) to start the recording
4. Press 1 for English and Press 2 for Spanish
5. Press 2 for Medicare Advantage or Part D application recording.
Press 3 for Medicare Supplement
6. Agent verbally says the state the applicant lives in
7. Press star (*) to confirm applicant is on the phone
8. Anthem plays recorded instructions. After each prompt, press #1 o accept and continue. Anthem plays at least 10 prompts.
9. At the end, the applicant must state their name and press pound
10. At the end, the applicant must say todays day and press pound
11. The “signature” for the application the code: Agent ID + last 4 of agent’s phone number
Remember your recording call ID number, you will need it later to enter in themProducer electronic application.
12) Logon to mProducer
a) Complete the steps to create an electronic application with the recorded application signature ID.
b) Fill out electronic application, there will be two locations in the e-application to input recording ID numbers.
Location 1 – Agent: Was this a face to face appointment? Select: Yes, then select Recorded call, then enter recording call ID number for SOA. This is your 7 digit agent ID emailed to you from this training + the last 4 of your business phone number
Location 2: In the applicant Signature:“Please select how you would like to capture the applicant’s signature?” Select: Voice Signature, next enter recording ID for the application in the “Applicant Voice ID” field.
13) Submit electronic application when complete.
Approved Voicescript
“Before we get started, I want you to know that this call is being recorded for verification, quality control and training purposes.
My name is Today’s date is 2020
The Purpose of this call is to enroll (Applicant first name, Applicant last name) in the
(Brand and Plan name as shown on application) plan. The Requested effective date is mm/dd/yyyy.
And the monthly premium amount for this plan is $xx
Are you the Medicare beneficiary and the person who will be enrolling in the plan?”
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Agent Support:
(800) 633-4368,
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