Frequently Asked Questions

Yes — ProScript has a generous free tier. It includes all 6 campaign script libraries, the full 9-step Medicare Verifier, the complete Rebuttal Engine (10+ objection types), CRM access for up to 20 leads, and CSV export. No credit card required to get started.

No account is required to browse campaigns, use the verifier, or read rebuttals. Creating a free account lets you use the CRM (saves across sessions) and is required for Studio Mode on paid plans. Sign up with just an email — no personal info required.

Yes. ProScript is fully responsive and works on phones and tablets in any modern mobile browser. All pages — Campaigns, Verifier, Rebuttals, CRM — are optimized for touch. Studio Mode also works on mobile.

No downloads or installations needed. ProScript runs entirely in your browser. Open it, use it, close it. Your CRM and scripts persist in localStorage so they're there next time you visit — even without an account.

ProScript includes 6 built-in campaign types: Medicare Advantage, ACA Health Insurance, Home Care Services, General Health Insurance, Nursing Home Placement, and VA/TRICARE Benefits. Business plan users also get access to the Custom Campaign Builder.

ProScript provides scripts as educational tools for licensed agents. It is the agent's and agency's responsibility to comply with applicable laws including CMS Medicare marketing guidelines, TCPA, and state insurance regulations. Always review scripts with your compliance officer before use.

Yes — Pro plan and above unlocks Studio Mode, a full-featured script editor. You can load any campaign as a starting template, edit every line, add formatting tags (Agent Line, Objection, Tip, Transfer), save multiple versions, and organize them in a personal library.

The Medicare Verifier is a guided 9-step call flow that walks agents through a complete Medicare eligibility verification call. Each step gives you the exact script to say, what data to collect (name, age, zip, Medicare A&B status, Medicaid, VA, current insurer, living situation), and tips for handling responses. At step 9 it generates a warm transfer script automatically.

Yes. After completing a verification, click "Save to CRM" on the summary screen and the lead is added to your CRM with name, phone, campaign type, and notes pre-filled. You can then add a callback time and update the status as the lead progresses.

A Dual-Eligible beneficiary is someone who qualifies for both Medicare and Medicaid. The verifier automatically detects this status and flags it in the summary and warm transfer script, since Dual-Eligibles qualify for Special Needs Plans (SNPs) that may have $0 premiums and extra benefits.

CRM data is stored in your browser's localStorage — not on any server. This means it's private, instant, and free. The tradeoff is that it's device-specific (clearing browser data will clear CRM records). For team-shared CRM, we recommend the Business plan which supports multi-agent access.

Free accounts are limited to 20 CRM records. Pro and Business plans unlock unlimited records. You can export all records to CSV at any time regardless of plan.

Yes — all plans include CSV export. Click the "Export CSV" button on the CRM page to download all your records including name, phone, campaign, status, agent, notes, and timestamp.

Studio Mode is a premium script editor for Pro and Business users. It lets you create, edit, format, and save custom call scripts. Features include a formatting toolbar (Bold, Italic, Agent Line, Tip, Objection, Transfer, Step markers), 7 campaign templates, character count, a saved scripts sidebar, and a callback manager.

Scripts are saved to localStorage under the key ps_studio_scripts. They persist in your browser. You can use Ctrl+S (or Cmd+S on Mac) to quickly save the current script at any time.

Studio Mode requires a Pro, Elite, or Business plan (or admin access). Free users see a gate screen with an upgrade prompt. The plan check is done via Firebase authentication — you must be signed in to access Studio Mode.

Yes — all ProScript tools are completely free. This includes all 6 campaign scripts, the Medicare Verifier, the full Rebuttal Engine, Sales CRM, and Studio Mode. No payment, no account, and no credit card required.

All tools are free — no payment required.

Yes. Since billing is entirely manual (no auto-charge), simply don't renew when your plan period ends. Your plan stays active until the end of the paid period. No cancellation forms, no hidden fees.

We offer refunds within 7 days of payment if you're not satisfied. Contact us at [email protected] with your transaction details. See our Terms of Service for the full policy.