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.

Review requestsRetentionReviewed Jul 15, 2026 · GoAEP editorial

Review request — SMS

Sent 3 days after enrollment, when the relief is highest.

Why this works

Timing matters more than wording. Day 3 post-enrollment outperforms day 1 or day 14.

When to use

3 days after a smooth enrollment.

Script
Hi {{client_first}}, {{agent_name}} again. If our work together was helpful, would you mind leaving a quick Google review? It's the #1 way folks find me. Takes 30 seconds: {{review_link}} — thank you!

Placeholders to replace

  • {{client_first}}Client's first name
  • {{agent_name}}Your full name
  • {{review_link}}Your Google or Facebook review link
Compliance notes
  • Text only with prior written consent (TCPA).

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

Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.

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