Adding a script to the EnrollHere platform helps agents streamline and simplify the process of selling plans. The script guides agents through each stage of the call, ensuring they remain compliant, cover all disclosures, and collect all required client information efficiently.
Benefits of Using Scripts
✅ Structured Sales Flow: Provides a clear, step-by-step conversation path—from introduction to qualification, plan recommendation, and enrollment.
✅ Compliance: Built-in prompts help agents meet CMS and legal requirements.
✅ Data Collection: Fields capture client information like medications, doctors, and current coverage.
✅ Efficiency: Keeps calls focused, reduces guesswork, and improves conversion rates.
✅ Customer Experience: Ensures consistent, professional, and confident communication.
Accessing the Scripts Tool
Log in to the Dialer.
From the main menu, go to Call Routing > Scripts.
Creating a New Script
Click Add a Script (or Create, if no scripts exist).
Enter a name for your new script.
Click Create Script to open the script builder.
Building Your Script
1. Add Questions or Statements
Click Add Question to add steps to your script.
Each question represents a line of dialogue, prompt, or disclosure.
2. Customize Each Question
Click the Edit icon beside a question.
Enter your script text or question.
Add answer options (e.g., “Yes,” “No”) to control call flow.
Click Save & Close when finished.
3. Use Variables for Dynamic Info
Use variable buttons to auto-insert agent or client details (e.g.,
{AgentName},{ClientFirstName}).This reduces manual entry.
4. Organize Sections
Divide the script into logical sections such as:
Introduction
Qualification
Disclosures
Enrollment
Courtesy Close
Label each section for clarity.
5. Connect Outcomes and Paths
Use the green connector dots to create logical flows between questions.
You can set conditional paths (e.g., if client shops for themselves vs. someone else).
6. Copying and Formatting Content
Keep your source script open for reference.
Use Ctrl+C to copy and Ctrl+Shift+V to paste without formatting.
7. Save Frequently
Save after completing each section to prevent losing progress.
8. Test the Script
Use the Simulator Tool to test the script as if you were an agent.
Verify that all pathways and responses work properly.
9. Final Review
Check for formatting, clarity, and completeness.
Ensure all dynamic variables and connections work properly.
Assigning a Script to a Queue
Go to Call Routing > Queues.
Select the queue where you want the script applied.
Toggle Use Script to enable it.
Choose your script from the dropdown list.
📌 Queue-based scripts automatically load when agents handle calls from that queue.
Cautionary Notes
Ensure all variables (e.g., client name, agent name) are properly linked.
Always test the script after changes.
Update scripts regularly based on agent feedback or compliance updates.
Tips for Efficiency
Use the simulator tool often to preview flow.
Maintain a script checklist for common elements (e.g., disclaimers, verification lines).
Keep script sections short and conversational for natural delivery.
Training Resource
🎥 Watch the full Loom walkthrough:
https://loom.com/share/0997b6530a444a1a8f0b69cab7f70054