Part IV: Schedule Renewal Appointment for Marketplace October Script (11 months post enrollment) – Updated 2023

Consumer Name: *

Navigator: *

County of Residence:

Type: *

Marketplace
Mix

Age Range

Date: *

Survey Complete: *

Yes
No

Answer and Voicemail:

Answer
No answer and No Voicemail
No answer and Left Voicemail

Phone in Service:

Yes
No

Attempts:

1st
2nd
3rd

Duration of Call:

[Voice Mail Message] Hi _. My name is _ and I’m a Health Navigator with ASPIN. I/One of my co-workers helped you/your family with Marketplace health insurance on _. Since 20** Open Enrollment is approaching soon on November 1st, I wanted to reach out to see if you’re interested in scheduling an appointment to assist with next year’s application as well as reviewing plans and prices. If you can please return my call, my number is ___. Thank you and have a great day. *Always send a text message afterwards summarizing voicemail script.

Hi. Is available? Hi . My name is ____ and I'm with ASPIN Health Navigators. We previously helped you/your family apply for health insurance through the Marketplace. I'm calling because the next Open Enrollment period begins on November 1st and I want to make sure you have the information and help you need to review your plan options and enroll so you do not have a gap in coverage. Do you have a couple minutes to go over five quick questions?

I. Schedule Renewal Appointment for Marketplace

1. Will you sign up for a quality health insurance plan that fits your budget beginning November 1st?

Yes
No

2. I can schedule an appointment to help you with your application and review your plan options. (Always try to help consumer immediately, unless Navigator has a prior commitment or if a consumer is unavailable at the moment.)

Scheduled (skip question 3)
Not Scheduled

3. How do you plan to sign up?

II. Health Improvement

4. Do you feel that having health insurance coverage has had a positive influence on your health?

Yes
No

If no, why not?

5. On a scale of 1-10 (10 being greatest) has having health insurance improved your health?

End of call: Thank you! We will follow up with you in the next few months for more reminders and information so you can get the most out of your health insurance. If you ever have any questions or need further assistance, you can call my direct number or our ASPIN Call Center at 877-313-7215.

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