⭐️ INTRO
Hi (name), it’s (Agent first name) how are you? I’m with the veterans department here at AO. I’m the one who met with your (Relationship Name). Did you see that text that we sent out? *pause, let them answer.
ANY ANSWER: Gotcha.
CIVILIAN:
As you know, you (Relationship)(Name) is a veteran and he/she was able to extend some of their private veteran benefits out to the immediate family. Now you being his/her (relationship) He/she chose you to receive them. I am not sure how familiar you are with veteran benefits. *let them answer. (Name) is not able to extend all of his/her government benefits he/she has. But he/she is able to extend most of his/her VSO benefits - like his/her will, burial, life insurance, health service card and amber alerts for the kids.
VET:
So your fellow veteran (name) had put in a request for some of his/her updates through the VSO’s & I am one of the veteran benefit case managers that was sent out to meet with him/her. He/she listed you on the No Veteran Left Behind program which helped bring your file from the bottom of the pile to the top. So like the group message said, your burial benefits, a will at no cost, estate planning, and your life insurances. So that's what we will cover for you.
⭐️ BENEFITS
The benefits your (Relationship) extended are all provided at no cost.
My job is pretty simple, that’s why I like it. It’s is to go over everything they extended to you and answer any questions you have. We also handle the exclusive life insurances set up specifically for veterans and their families. I’m not sure if you would qualify for those or if you would even need them but they do have us cover them with you so you know what is available to you. You can choose to contribute to those if they make sense for your family.
⭐️ BUILD GAP
Did you already have an updated will or trust in place? *let them answer.
That makes sense. That’s exactly why (Sponsor Name) wanted to make sure we connected with you.
⭐️ SET APPOINTMENT/FLIP
Now the benefits do apply to you and a spouse or significant other. Do you have a spouse or significant other that the benefits would pertain to?
Are they home with you right now?
We are 100% virtual now, so you can review the benefits from the comfort of your own home. You can either use a tablet, laptop, or a smartphone. Which device would you be using to review your benefits?
SETTING APPT (IF THEY’RE BUSY)
We do strictly run by appointment only so we can handle everything properly.
I have availability today at (Time Option 1) or later at (Time Option 2).
Which is easier for you? *let them answer.
Before I lock this in, I just want to confirm —
Do you foresee anything coming up that would prevent you from being available at that time? *let them answer.
The reason I ask is because we only hold a limited number of these sponsored appointments per day. We schedule these very tightly, and I want to be respectful of your time and MINE. Gain agreement
Book them manually in Calendly
Are you familiar with zoom? *let them answer. Okay, that’s where we will be meeting so I can share my screen and go over these benefits with you.
I’m going to send you a confirmation email right now. When you see it come through, reply “OK” or “CONFIRM” so I know you received it.
⭐️ CLOSE
Great. We’ll see you (Day) at (Time). Make sure both you and (Spouse Name) are in front of the same screen, and we’ll get everything handled.
Talk to you then.
⭐️ POST APPOINTMENT SET
FLIPPING
Great, I’m going to text you a quick link right now. Let me know when you see it come through so we can get started.
Send “set zoom appointment” text in mobile planet — click personal meeting room. Then transition into presentation:
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⭐️ GETTING SOMEONE ON ZOOM:
To join a Zoom meeting without the app, click the meeting invitation link in your browser, click "Cancel" on the pop-up prompt to download/open the app, and select the "Join from your Browser" link at the bottom.