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 — post-appointment thank you
Sent within an hour of the appointment ending.
Peak-end rule. The final touch shapes the memory of the whole interaction.
Within 60 minutes of any appointment.
Thanks for your time today, {{client_first}}. Everything we talked about is in your inbox. Any questions pop up later, text me back — I read these myself. — {{agent_name}}Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name
- 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- 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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