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.
SMS — appointment reminder
24 hours out. Identify yourself every time.
Commitment + clarity. A confirmed Yes 24 hours out cuts no-shows ~40%.
24 hours before any appointment.
Hi {{client_first}}, {{agent_name}} here — confirming our Medicare review {{appt_day}} at {{appt_time}}. Reply YES to confirm, RESCHEDULE to move it, or STOP to opt out of texts.Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name{{appt_day}}— Day of appointment{{appt_time}}— Time of appointment
- Text only with prior written consent (TCPA). Include identification and opt-out language.
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- 47 CFR §64.1200
TCPA restrictions on autodialed and text-message solicitations.
- 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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