Hey _________ this is ________________ from the Benefits Office in _________county.

  Im
getting back to you about the request you sent in regarding Life insurance quotes

I need to get this information out to you.

I have your address as ______________________________

I have your date of birth as: _________________

Great!

I have a local field agent who will be in your neighborhood _________ and _________ to drop
by and help you understand what you might qualify for and do a quick eligibility check. Is
morning or afternoon better for you? How about _________ or _________?

Ok, Great this meeting will only take 10-15 minutes and he/she just needs to make sure it's
really you and you're not in a hospital bed and then will go over the information. 

So, The agent is _____________ and he/she will be there _______ at____________. (He is tall
with blonde hair and will be wearing a badge.)

Do you have a pen and paper to write down some quick information? 
The field agent is ______________ and his he will be driving a ____________________. He
will be there ____________at __:__ 

Is it easy access to parking? 

Do you have any big dogs we might need to be aware of?

I will text you the information- is this a textable number?  

Great please confirm when I send you the text ok?

Ok we will see you ___________ at __:___

Please give the agent about 30 min leeway in case they get stuck in traffic, ok?

Have a good afternoon!