Cutting Edge Health Advisors

Interactive Pre-Qualifier

Guided ACA-compliant discovery flow for uncovering urgency, pain, financial exposure, decision-making authority, health fit, and the right presentation path.

ProgressStep 1 of 13

Opening›

Status›

Why Now›

Pain›

Risk›

Decision›

Health›

Path

Opening

Goal: Take control without sounding scripted.

"Thanks for calling Cutting Edge Health Advisors, this is [Agent Name], I’m a licensed agent. Who do I have the pleasure of speaking with today?"

Slow down immediately. They should feel like a real person is guiding them, not like they entered a quote funnel.

Agent Coaching

Smile through the phone.

Use their name naturally after they give it.

Do not rush into product or price.

Client Response