Hi (name), it’s (first name) how are you?

Did you receive the email I sent you with those documents?

Were you able to print off that Freedom Of Choice and the family Info Guide?

IF YES: Okay, perfect.

IF NO: Make sure to print off those documents as soon as possible.

You’ll keep that Freedom Of Choice with the original copy of your will when you get that notarized. Make sure to keep that in a safe and secure place.

Your application was already sent to the underwriting department, and the verification team should be calling you soon to verify your application. Do you have that number written down? It’s 623-404-5061.

Do you have any questions for me while you have me?

Keep an eye out for that call from our verification team, and I hope you have a great rest of your day!

If No Answer Send a Text Message to Client:

Congratulations on taking the initial step to protect your family. I’ve included an important phone number below. Let me know if you have questions.

You will receive a phone call from Steve or his team to verify your application OR/ you may call Steve at 623-404-5061.

Your insurance agent,