Training material only. Not marketing material and not for consumer distribution. Scripts are starting points to adapt to your carrier, state, and current CMS rules — not verbatim consumer-facing copy. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
Inbound — 'I have a Medicare question'
Convert an inbound question into a real consultation without sounding salesy.
Consistency principle. They reached out — small commitment first ('a few quick questions') makes the bigger commitment ('let's book a real appointment') feel natural.
Any inbound call from a prospect with a question.
Thanks for calling {{agency}}, this is {{agent_name}}, how can I help today?
[Listen fully. Don't interrupt.]
Great question — and the honest answer depends on a few things specific to you. Do you mind if I ask you a few quick questions so I give you the right answer, not a generic one?
[Ask: ZIP, doctors, prescriptions, current coverage, what triggered the question.]
Here's what I'd suggest: this deserves a proper 20-30 minute conversation where I can pull up plans for your area and walk you through what fits. No cost to you, no pressure. I have [day] or [day] open — what works?Placeholders to replace
{{agent_name}}— Your full name{{agency}}— Your agency or DBA
- Scope of Appointment (SOA) must be on file BEFORE any marketing appointment discussing specific plans.
Inspiration & starting point only. Verify against your carrier, state, and current CMS rules before use. See our disclaimers.
Sources
Reviewed Jul 15, 2026 · GoAEP editorial- 42 CFR §422.2264(c)
Scope of Appointment documentation before a marketing appointment.
- CMS Medicare Communications & Marketing Guidelines
Master CMS guide for MA and Part D communications and marketing.
- 42 CFR §422.2260 – §422.2274
MA marketing standards (Subpart V).
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
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