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Hi (MEMBER)?!
This is (first and last name) I’m actually the one who’s going to be taking care of your veterans’ benefits you requested. Now you’re my veteran, right? Thank you for your service, what branch did you serve in? Awesome! Before we do anything I just need to confirm the information you provided when you filled out the request card. Looks like you put your address down as _____ that’s correct right? Email address is ___ correct? (Name) We used to come out to the house but ever since covid everything done virtually through a secure benefits portal, have you ever used zoom or VA telehealth before, where you see them and they see you? NO: No worries we have a secure benefits portal that we can send over to you. It’s super simple, it’s a couple clicks and you’re online. I’ll walk you through it if you need any help.
YES: Perfect. (Name) I’m not sure if you’re aware, but the benefits do apply to a spouse or significant other, are you married or single? Are you working or happily retired? What time of day is typically least hectic for you? Morning, Afternoon or Evening?
Let me take a look at my schedule, If I text you the benefits portal right now can you access it now? YES: (Flip) Perfect I’ll send it right now, let me know when you get it. Now go ahead and click on the link when you receive it, it should say benefits portal access. Click the green zoom browser access. Allow camera and microphone access so we can hear and see each other. NO: (later appt) Not a problem, I do work by appt only I just wanted to introduce myself and find a proper time to get this activated for you. We can do later today or tomorrow which ones better? I have ____ or a ___ available which one works best?
(BOOK APPT)
I'll send you an email right now to confirm our meeting. In the email invite there’s going to be a video from the VFW Commander Kim Dishano? Are you familiar with the VFW commander? He will shed a little light on the program they now have set up for veterans and their family. We know there’s a lot of junk out there, so the VFW wants to make sure you know that we’re endorsed on a state level as well as the national headquarter level, OK? Now (NAME) the VSO just asks that as a US Veteran if you do book the appointment to commit to the appointment, because we reserved time and space specifically for you, and if you miss your appointment without notifying us, that could be time that we could be servicing another active-duty veteran or VFW member, IS THAT FAIR? I’ll text you my ID badge from my direct line, so you know who you are working with, and you have my credentials if you need to contact me in the future.
Have a great day, and I will see you…….???? (let them answer) OK GREAT, YOU DO HAVE A GOOD MEMORY! See you then!
REBUTTALS
Can’t you send this to me in the mail?
I wish I could, that would make my job so much easier, but it’s all done digitally now. My job is to walk you through how to fill out your will through our no-cost portal and explain to you what you’re entitled to too. Like I said before it won’t take long...
I already know my benefits.
Perfect, that will make my job much easier! This is just to get out everything they set up for you that you as a veteran are entitled to, you can do whatever you want with that information. Like I said before it won’t take long...
I don’t want to buy anything/I already have insurance.
Perfect, that will make my job much easier! Remember these are benefits you already have. My job is to explain what you’re entitled to, what you do with that information is entirely up to you. Like I said before it wont take long...
You’re not trying to sell me anything are you?