--- title: First Call Strategy description: 1st call to new lead --- [Skip to content](https://licensing.americanally.com/start/first-call#main-content) [![American Ally Academy Logo](https://licensing.americanally.com/hs-fs/hubfs/American%20Ally%20Academy%20Logo.png?width=429&height=100&name=American%20Ally%20Academy%20Logo.png)](https://academy.americanally.com/start/) - [Licensing](https://licensing.americanally.com/start/tx-life-health-licensing) Show submenu for Licensing - [Types Of Life Policies](https://licensing.americanally.com/start/types-of-life-policies) - [Types Of Health Policies](https://licensing.americanally.com/start/types-of-health-policies) - [Other Insurance Concepts](https://licensing.americanally.com/start/taxation-retirement-other-insurance-concepts) - [Statutes](https://licensing.americanally.com/start/statutes-for-life-health-insurance) - [MP3s](https://licensing.americanally.com/start/mp3s) - [Life Provisions, Riders, & Options](https://licensing.americanally.com/start/life-provisions-riders-options) - [Life & Health Flashcards](https://licensing.americanally.com/start/life-flash-cards) - [Health Provisions, Riders, & Options](https://licensing.americanally.com/start/health-provisions-riders) - [Field Underwriting](https://licensing.americanally.com/start/field-underwriting) - [Additional Study Tools](https://licensing.americanally.com/start/additional-study-tools) - Modules 1-4 Show submenu for Modules 1-4 - Module 1 - Welcome To American Ally Show submenu for Module 1 - Welcome To American Ally - [Module 01 — Welcome to American Ally](https://licensing.americanally.com/start/module-01-welcome-to-american-ally) - [2. 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The Health Insurance Landscape Today](https://licensing.americanally.com/start/the-health-insurance-landscape-today) - [5. Why Clients Choose the Private Market](https://licensing.americanally.com/start/why-clients-choose-the-private-market) - Module 3 - Our Plans: What We Sell & Why Show submenu for Module 3 - Our Plans: What We Sell & Why - [1. Fixed Indemnity Insurance — What It Is](https://licensing.americanally.com/start/fixed-indemnity-insurance) - [2. Our Primary Product: Optimum Health Saver](https://licensing.americanally.com/start/our-primary-product-optimum-health-saver) - [3. 2 Unit (Plus) — Full Benefit Schedule](https://licensing.americanally.com/start/2-unit-plus-full-benefit-schedule) - [4. Real-World Example: Jill's Hospital Stay](https://licensing.americanally.com/start/real-world-example-jills-hospital-stay) - [5. Ancillary Products — The Full Bundle](https://licensing.americanally.com/start/ancillary-products-the-full-bundle) - [6. State Availability & Variations](https://licensing.americanally.com/start/state-availability-variations) - [7. Underwriting Guidelines (Summary)](https://licensing.americanally.com/start/underwriting-guidelines) - [8. PDF Resources (Module 3)](https://licensing.americanally.com/start/pdf-resources) - Module 4 - Competitive Knowledge: ACA and the Market Show submenu for Module 4 - Competitive Knowledge: ACA and the Market - [1. ACA (Major Medical) - A Full Picture](https://licensing.americanally.com/start/aca) - [2. When to Recommend ACA](https://licensing.americanally.com/start/when-to-recommend-aca) - [3. Short-Term Medical (STM) Plans](https://licensing.americanally.com/start/short-term-medical) - [4. Health Share Plans](https://licensing.americanally.com/start/health-share-plans) - [5. How We Compare — Our Competitive Advantage](https://licensing.americanally.com/start/how-we-compare) - [6. 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Office Guidelines & Expectations](https://licensing.americanally.com/start/office-guidelines-expectations) - [3. Sales Development Representative (SDR)](https://licensing.americanally.com/start/sdr) - [4. Compensation & Growth Path](https://licensing.americanally.com/start/compensation-growth-path) - [5. Daily Activity Standards](https://licensing.americanally.com/start/daily-activity-standards) - [6. Your Toolkit](https://licensing.americanally.com/start/your-toolkit) - Module 2 - Health Insurance Industry Show submenu for Module 2 - Health Insurance Industry - [Module 02 — How the Health Insurance Industry Works](https://licensing.americanally.com/start/module-02-how-the-health-insurance-industry-works) - [2. Prescription Drug Coverage — How It Works and Why It Is Broken](https://licensing.americanally.com/start/prescription-drug-coverage) - [3. Dental & Vision — Our Dental Choice Plus Plan](https://licensing.americanally.com/start/dental-vision-our-dental-choice-plus-plan) - [4. The Health Insurance Landscape Today](https://licensing.americanally.com/start/the-health-insurance-landscape-today) - [5. Why Clients Choose the Private Market](https://licensing.americanally.com/start/why-clients-choose-the-private-market) - Module 3 - Our Plans: What We Sell & Why Show submenu for Module 3 - Our Plans: What We Sell & Why - [1. Fixed Indemnity Insurance — What It Is](https://licensing.americanally.com/start/fixed-indemnity-insurance) - [2. Our Primary Product: Optimum Health Saver](https://licensing.americanally.com/start/our-primary-product-optimum-health-saver) - [3. 2 Unit (Plus) — Full Benefit Schedule](https://licensing.americanally.com/start/2-unit-plus-full-benefit-schedule) - [4. Real-World Example: Jill's Hospital Stay](https://licensing.americanally.com/start/real-world-example-jills-hospital-stay) - [5. Ancillary Products — The Full Bundle](https://licensing.americanally.com/start/ancillary-products-the-full-bundle) - [6. State Availability & Variations](https://licensing.americanally.com/start/state-availability-variations) - [7. Underwriting Guidelines (Summary)](https://licensing.americanally.com/start/underwriting-guidelines) - [8. PDF Resources (Module 3)](https://licensing.americanally.com/start/pdf-resources) - Module 4 - Competitive Knowledge: ACA and the Market Show submenu for Module 4 - Competitive Knowledge: ACA and the Market - [1. ACA (Major Medical) - A Full Picture](https://licensing.americanally.com/start/aca) - [2. When to Recommend ACA](https://licensing.americanally.com/start/when-to-recommend-aca) - [3. Short-Term Medical (STM) Plans](https://licensing.americanally.com/start/short-term-medical) - [4. Health Share Plans](https://licensing.americanally.com/start/health-share-plans) - [5. How We Compare — Our Competitive Advantage](https://licensing.americanally.com/start/how-we-compare) - [6. 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[Academy](https://licensing.americanally.com/start?hsLang=en) 2. [Sales Training](https://licensing.americanally.com/start/sales-training?hsLang=en) # First Call Strategy The American Ally First Call script follows a **consultative, value-driven sales strategy** designed to guide leads from initial contact to a scheduled plan review with clarity, trust, and ease. The script is structured to build rapport quickly, reference the lead’s original request for information, and personalize the conversation based on their quote details. From there, the agent educates the prospect on the key benefits of the plan—focusing on comprehensive coverage and standout features like **no co-pays or outpatient deductibles**—while also being transparent about the plan’s limitations, such as the **12-month waiting period for known pre-existing conditions** and lack of **maternity coverage**. This honest and informative approach positions the agent as a helpful guide, not just a salesperson. The goal isn’t to pressure a decision on the first call, but to **set a clear next step**: a scheduled screen-share review where the full plan can be explained in detail. This review is framed as a valuable service, increasing the likelihood that the lead will show up and be receptive. **At its core, the strategy builds trust by:** - Personalizing the outreach - Handling objections with flexibility - Framing the offer as a better alternative to traditional insurance - Creating a smooth, low-friction path to a deeper sales conversation This structure not only increases appointment set rates but also improves close rates by ensuring prospects are well-informed and feel supported throughout the process. - [Licensing](https://licensing.americanally.com/start/licensing?hsLang=en) - [Modules 1-4](https://licensing.americanally.com/start/modules-1-4?hsLang=en#main-content) - [Module 1](https://licensing.americanally.com/start/modules-1-4?hsLang=en#module-1) - [Systems](https://licensing.americanally.com/start/systems?hsLang=en#main-content) - [Google Workspace](https://licensing.americanally.com/start/systems?hsLang=en#google-workspace) - [HubSpot CRM](https://licensing.americanally.com/start/systems?hsLang=en#hubspot-crm) - [Aircall](https://licensing.americanally.com/start/systems?hsLang=en#aircall) - [New Era Portal](https://licensing.americanally.com/start/systems?hsLang=en#new-era-portal) - [Industry](https://licensing.americanally.com/start/industry?hsLang=en) - [Offerings](https://licensing.americanally.com/start/offerings?hsLang=en) - [Sales Training](https://licensing.americanally.com/start/sales-training?hsLang=en) - [Support & Resources](https://licensing.americanally.com/start/support-resources?hsLang=en) - [American Ally](https://licensing.americanally.com/start/american-ally?hsLang=en) - [Module 2](https://licensing.americanally.com/start/module-2?hsLang=en) [![American Ally Horizontal Logo](https://licensing.americanally.com/hs-fs/hubfs/American%20Ally%20Horizontal%20Logo.png?width=437&height=75&name=American%20Ally%20Horizontal%20Logo.png "American Ally Horizontal Logo")](https://americanally.com/) [mailto:support@americanally.com](mailto:support@americanally.com) Copyright © 2025, American Ally Holding, LLC