Quality Assurance Guidelines

• Agent must be polite and professional.
• Make sure the patient knows who they are talking to and where they are from.
• Make sure the patient is aware of the reason for the call (which products they qualify for).
• Make sure the patient is not under the impression they are speaking to their insurance provider.
• Make sure the patient confirms interest in all products they are requesting.
• Make sure medical questions and responses confirm the patient qualifies for the products they are requesting.
• Make sure the patient answers all demographic questions.
• Patient must answer all pain questions.
• Pain level must be 6+
• Patient can’t be born older than 88 years old (1934).
• Patient must say “YES” or “YEA” to the disclosures, NOT “Sure”, “Whatever”, or “MMMHMMM”
• If at any time during the recording the patient says they do not want / need braces the deal is no good. (Except if it is at the very beginning of the call say the first couple minutes.