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.
Voicemail — AEP plan review
Under 25 seconds. Name + number twice. Specific reason.
Specificity beats curiosity. 'Quick question' gets ignored — 'your {{plan_year}} plan changed' gets a callback.
When an existing client doesn't answer during AEP.
Touch 2 of the 7-touch AEP sequence (day 2).
Hi {{client_first}}, {{agent_name}} from {{agency}}. I'm calling about your {{plan_year}} Medicare plan — a couple of things changed and I want to make sure you saw them. Call me back at {{callback_number}}. Again, {{agent_name}} at {{callback_number}}. Talk soon.Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name{{agency}}— Your agency or DBA{{plan_year}}— Current plan year (e.g. 2026){{callback_number}}— Direct callback number (NOT the office menu)
Sources
Reviewed Jul 15, 2026 · GoAEP editorial- 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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