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.
Winback — lapsed client (no contact 12+ months)
Reopen without making them feel forgotten.
Pattern interrupt. Acknowledge the gap before they have to point it out — defuses the awkwardness.
Existing client you haven't spoken to in 12+ months.
Hi {{client_first}}, {{agent_name}}. I owe you a call — it's been a while, and that's on me. {{plan_year}} Medicare plans are out and I want to make sure yours still fits your life today, not the one you had a year ago.
20 minutes, by phone. No charge, no pressure. What's better for you, this week or next?Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name
- Scope of Appointment (SOA) must be on file BEFORE any marketing appointment discussing specific plans.
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- 42 CFR §422.2264(c)
Scope of Appointment documentation before a marketing appointment.
- 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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