Booking

I’m busy right now.

John, that’s not a problem, we work by appointment only. And I assigned get the benefits out to you either today or tomorrow. It doesn’t take long but it is very important. What time do you and your spouse normally get home after work in traffic so I can get this out to ya.

We already have life insurance

John, that’s exactly why I am calling. Most families that we seen already have life insurance. And the union knows about this too, that’s why your union president set up the benefits for the members in such a way that it does not conflict with what you have, it only adds to it. Now the benefits that you had already paid for through your union dues have been processed and I’m assigned to walk you through the benefits showing you how and when to use them. Right now I still have 6 and 8PM available tonight, which one work better for you and spouse? The 6 or the 8?

I already talk with someone or went over this.

Awesome, since you already talk to somebody. I’ll make this super quick.

I noticed that you did not qualify for the union’s permanent benefits. Every families that I met with have them and you don’t.

What happened? DId they said why you did not qualify?

Okay, John let me do you a favor. Since you already had a glimpse at this. And like I said every families that I met with have these benefits. What we’ll do is run you through quick process just so we can help your family get qualified for permanent benefits that your union president had negotiated for your family, sound good? Okay, I just send you a secure link so we can access everything visually. Let me know when you get it.

I’m not interested

You’re not interested in what? 

Your benefits had been process and you already paid for these benefits through your union dues. My job is just to get them out to you and explain how and when to use them. Right now I still have 6pm and a 8pm available. Which one works better for you and your spouse?

I’m not in the union anymore

John, that’s exactly why I am calling because you got lucky. Your enrollment card was filled out while you were still in the union. So the benefits are still entitled to your family, or else they wouldn’t ask me to get this out to you. and I’m assigned to walk to through the benefits showing you how and when to use them. I’ll just send you the secure link so we can access everything visually. Let me know when you get it.

What’s the rush? Why do we need to take care of this now.

John, how long had it been since you fill out your card. Okay, that’s exactly why I am calling because it had been a while. So they want me to get this out to you today or tomorrow. Right now I still have a 6 and an 8 available tomorrow night, which one work better for you and your spouse?

POS - I already have life insurance with AIL

Oh, Congratulation. That means you was fortunate to qualify for the union’s benefits.
I’ll just make this quick. When was the last time you had a review with somebody? 

What exactly do you have? 

That’s exactly why they sent me to review the benefits and deliver the new no-cost benefits package for 2026. I just send you a link right now to access your benefits. Let me know you get it.

Booking 1

Hey [Name]!  It’s [Your Name] with AIL OPEIU Local 277. We work in cooperation with your  (union name)— I’m the one assigned to explain the benefits you requested through the (union name).

I sent you a quick text earlier with my ID badge and your request — did you notice that come through yet?
**(Do not stop until you get to this point)

IF NO:
No worries.
I just resend it to you. Let me know when you get it - it should pop up any second now. Got it?

(Resend text)
Perfect — just let me know when you see it pop up.
…Got it?

IF YES:
Awesome  — can you take a quick look at it for me to make sure we’re on the same page? 

The reason I’m reaching out is because your benefits have been processed, and they need me to verify the information you provided on the card you sent back to [Union Name].

On the beneficiary card, you listed [Beneficiary Name], your [relationship], as your beneficiary — that’s correct, right?

Okay.  I’m the person authorized to activate and walk you through these benefits.

Transition to Zoom

And I just sent you a secure link so we can access everything visually.
Let me know when you get it. 

Got it? Awesome,  John, when you tap on the link, does it join the meeting or download the app?

Booking 2

IF DOWNLOAD REQUIRED: "No problem — here’s what to do step by step: Tap ‘Download,’ install it, then hit ‘Open,’ enter the meeting ID/passcode, agree to the terms, and click ‘Join with video.’ I’ll be right there with you." 

IF IT SAYS JOIN OR LAUNCH: "Perfect — go ahead and tap ‘Launch Meeting,’ enter your name, click ‘Next,’ and then select ‘Join with Video.’" 

IF NOT HOME / NEEDS TO SCHEDULE: That’s completely fine. I work by appointment only, and I’m assigned to complete your activation either today or tomorrow. What time do you and your spouse usually get home after work in traffic

This applies not just to you but also to your spouse or partner. Are you at home with them today? Are you BOTH available now?

 

This won’t take long — but it’s very important — and I’ll walk you through everything virtually, so you can see it instead of just hearing about it.

Right now I still have a 6PM and 8PM available. Which one works better for you and your spouse? The 6 or the 8. 

Perfect. When I lock that in for you, that means I have to say no to another union family at that time — so I just want to make sure there’s nothing you know of that would prevent you from being available on [Day] at [Time].

John, I just sent you a confirmation by text and email — what's a good email for you? 

Just so you know, they ask that you allow about a 15-minute window around our appointment in case another family has extra questions.
If I’m running behind, I’ll send you a quick message — that fair?

Alright, we’re all set for [Day] at [Time]. Just make sure your spouse is with you, since the benefits apply to them as well.

If anything comes up, don’t be shy to give me a quick call - I can always make that slot available to another union member. Sounds good? 

Great - looking forward to it. I’ll see you soon. 

Booking option 1

Okay, I just send you a secure link so we can access everything visually. Let me know when you get it.

Booking option 2

Right now I still have a 6PM and a 8PM available. Which one works better for you and your spouse. The 6 or the 8?

Booking option 3

John, that’s not a problem. We work strictly by appointment, and I’m assigned to get this activate for you either today or tomorrow. What time are you and your spouse normally get home after work in traffic?

Conflict Schedule

John, that’s not a problem. Me and my partner also have conflict schedule. But we also try our best to be together. So what day of the week you get to see each other?