What Adding a Script to the EnrollHere Platform Does
Adding a script to the EnrollHere platform helps agents streamline and simplify the process of selling plans. The script guides agents through the conversation, ensuring they stay compliant, cover all necessary disclosures, and collect important client information efficiently.
Here’s what the script typically does:
✅ Provides a step-by-step sales flow: Helps agents follow a structured conversation, from introduction to qualification, plan recommendation, and enrollment.
✅ Ensures compliance: Built-in prompts ensure agents follow CMS guidelines and cover all legal disclosures.
✅ Captures client information: Fields in the script collect key details like medications, doctors, and current coverage, helping agents recommend the right plans.
✅ Increases efficiency: Reduces guesswork and keeps the call focused, which can shorten sales cycles and improve conversion rates.
✅ Improves customer experience: Clients get a smooth, professional interaction, which builds trust and confidence.
Steps to Add a Script
Log In to the Dialer
Navigate to your dialer dashboard.Go to Call Routing > Scripts
From the main menu, click Call Routing, then select Scripts.Create a New Script
Click Add a Script, enter a name for your script, then click Create Script.
Building Your Script
Add Questions
Once the script is created, begin adding questions or statements to structure the conversation.Customize Each Question
Click the edit icon next to a question to open the editor.Enter Your Script Content
Type your question or script line inside the editor.Define Answer Options
At the bottom of each question, add one or more answer options to control the flow.Save Your Question
Click Save & Close after customizing each question.
Connecting the Script Flow
Use the green connector dots to link questions and create a logical flow for the call.
📌 Scripts help agents stay on track and improve the caller experience through guided conversations.
Adding Script to a Queue
1. Go to Call Routing > Queues
From the main menu, click Call Routing, then select Queues.
2. Select a Queue
Choose the queue where you want the script applied.
3. Enable Script Usage
In the queue settings, toggle on Use Script.
4. Assign Your Script
From the dropdown, select the script you'd like to attach to this queue.
📌 Queue-based scripts will automatically load for agents when they're handling leads from that queue.