Goal: Schedule a short call with Agatha — not sell.
Tone: Helpful, friendly, neighborly professionalism.
1️ Opener (Pattern Interrupt — Not a Telemarketing Intro)
“Hi [First Name], this is [Your Name] calling from Agatha Hanna’s office
here at Gimeli Hanna Insurance Agency — I’m just giving a quick
courtesy call from our local team.
Don’t worry, I’m not selling anything — I just wanted to share why I’m
calling, if that’s okay?”
Subject: Schedule Your Free Medicare Review with Agatha
Hello,
I’m reaching out from Agatha Hanna’s Insurance Agency, a local
agency in Buffalo, NY.
We wanted to let you know that Medicare has undergone several
changes this year, and since it’s the Open Enrollment Period, this is the
perfect time to review your current plan.
We’d like to invite you to schedule a free appointment with Agatha to go
over the recent updates and help ensure you’re getting the coverage that
best fits your needs.
Please note the following in accordance with CMS rules and regulations:
We do not offer every plan available in your area. We represent a
number of Medicare Advantage organizations that offer products in
your area. Any information we provide is limited to those plans we
offer. For information on all your options, please visit
[Link], call 1-800-MEDICARE, or contact your local
State Health Insurance Program.
Please be aware that this call may be recorded for quality assurance
purposes.
We look forward to assisting you!
2️ Purpose (Personal + Helpful, Not Scripted)
“The reason I’m calling is that Agatha’s been meeting with a few folks
in your area who wanted help reviewing their current coverage and
understanding what’s changing this year.
A lot of people are just trying to make sure everything still lines up —
doctors, prescriptions, and costs — and she offers those reviews completely
free, just as a community service.”
(This makes the call sound like personal outreach — not an eligibility
campaign.)
3️ Transition to Call Offer (Soft & Conversational)
“She asked me to reach out and see if you’d like to set up a quick, no-
pressure 10–15 minute call with her — just to see if there’s anything you
might want to look at before the next enrollment period.”
“Would [Day/Time Option 1] or [Option 2] work better for you?”
(Sounds like a normal human scheduling conversation — not a sales
appointment.)
4️ Objection Handling — Conversational, Not Pushy
“I’m good / already have a plan.”
“Totally fair — a lot of people Agatha talks with say the same thing. She just
helps double-check things like doctor networks or prescription changes
for next year.
Takes about 10 minutes, and there’s no obligation — it’s just peace of
mind. Want me to pencil you in?”
“Not interested.”
“No problem at all. We just like to make sure everyone’s informed, since
plans and costs change every year.
Would you like me to have Agatha email you a short checklist instead? You
can look it over anytime.”
“Can you send info?”
“Absolutely. She can email you a one-page overview, and if you want, she’ll
walk through it with you in a quick call so it actually makes sense for your
situation.
Would you prefer that this week or next week?”
“I’m busy right now.”
“Totally understand — I’ll be quick. Would it be okay if I text or email you a
couple of time slots so you can pick one later? That way it’s off your plate.”
5️ Confirmation Close
“Perfect, I’ve got you down for [Day/Time].
You’ll get a quick confirmation from
partnership@[Link], and Agatha will call
you herself at that time.
If you need to reschedule, just call or text us at (716) 599-8065 | TTY
711.”
6️ Voicemail (Warm, Authentic)
“Hi [First Name], this is [Your Name] with Agatha Hanna’s office.
Agatha’s been helping folks in the area review their plans and make sure
everything’s still fitting right — no cost, no obligation, just helpful info.
You can reach us at (716) 599-8065 | TTY 711, or I’ll try you again soon.”
7️ Why This Works (Psychology Breakdown)
Strategy Example Psychological Effect
Pattern “Don’t worry, I’m not selling Disarms skepticism
Interrupt anything.” instantly.
Social Proof / “Agatha’s been meeting with Builds trust and
Local Familiarity folks in your area.” relevance.
Strategy Example Psychological Effect
Builds goodwill,
Altruistic “Community review — no
removes sales
Framing cost, no obligation.”
pressure.
Micro-choice “Would [Time 1] or [Time 2] Keeps them in control,
close work better?” not cornered.
Language of “Peace of mind,” “review,”
Evokes safety and trust.
Help, not Sell “make sure things still fit.”
Bonus Line for Natural Conversation Flow
If they seem chatty or friendly:
“A lot of people we talk to just want to make sure their coverage actually
works the way they think it does. Agatha’s great at explaining all that in plain
English — she makes it simple.”