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Hey (Name), (pause let them answer) this is (Agent first name), I was the one that met with your (Relationship/name). They let you know I'd be calling, right?
(if they did) -Great, well ill still back up and fill you in on what's going on.
(if they didn't... sound surprised) - No problem, I'll back up and fill you in on what's going on.
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.
Now just so you know what benefits we will be covering for you. We do not duplicate any of your VA benefits. They will handle things for you while you're living, like your medical, disability, home loan & Gi Bill.
But the VSO’s handle everything else for you and your family thereafter. So, like the group message said, your burial benefits, estate planning, and your life insurance. So that's what we will cover for you.
Now as you know, most of your veteran benefits do apply to you and your spouse. Are they home with you right now?
✅ If YES to Spouse or Single)
Perfect — everything is issued virtually, so 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 link. Then transition into Vet presentation.)
⛔ If NO / They’re unavailable / Can’t do it right now)
No problem — this is important to have taken care of as soon as possible. We’re on a pretty tight schedule, so I can call you back in about an hour, or I do have some availability later this evening. Which one works better for you? Great i can do [Time Option 1] or [Time Option 2] — Which one do you want?
(If they say they can’t today)
Totally understand —typically we work off appointments only. Are you working or retired?
Working: Are you working 9-5?10-3? Spouse-9-5?10-3?
Retired: What typically works better for you, Mornings, afternoons or evenings?
Okay, I’ve got [Time Option 1] or [Time Option 2] — Which one works best?