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.
VoicemailTurning 65 (T65)Reviewed Jul 15, 2026 · GoAEP editorial
Voicemail — T65 referral
Anchor the call on WHO sent you, not what you do.
Why this works
Borrowed credibility. The referrer's name is the only reason they'll call back.
When to use
T65 prospect missed your first call.
Script
Hi {{client_first}}, this is {{agent_name}} — [Referrer's name] asked me to reach out about your Medicare. No rush, no pressure. When you have a few minutes, give me a buzz at {{callback_number}}. Again, {{agent_name}}, {{callback_number}}. Thanks {{client_first}}.Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name{{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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