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4. Full Script at a Glance

Here is the complete flow for quick reference:

Step

What You Say / Do

1. Open

"Hey [name], this is [you] with American Ally, how are you doing today? Looks like you went on our website and requested info — did you see the quote we sent?"

2. Confirm Quote

"It came out to $____ for [who is covered]."

3. High-Level Overview

"Full medical plan — preventative, 16 doctor visits/year, all the way up to heart attacks, strokes, cancer, surgery."

4. Deductible Differentiator

"Only deductible is if you stay 24+ hours in the hospital. No deductible for doctor visits, prescriptions, outpatient surgery, cancer treatment."

5. Drawbacks (proactive)

"No maternity. Pre-existing conditions have a 12-month waiting period on known conditions."

6. Book the Meet

"We'll schedule an appointment — I'll send a Google Meet invite. We'll share my screen, go over everything, make sure it's a good fit."

7. Confirm Time & Close

"Perfect, we'll see you at [time on day]."