Suggested Telephone Appointment Script

Hello! Good morning/afternoon! This is _______________________ (agent name) of Manulife. May I

speak with the person in charge of the Human Resources Department.

When asked what for: I would like to discuss something that will be for the good of the employees.

When already talking to the HR:

Good morning/afternoon Mr./Ms. __________________ (name HR). This is ________________ (agent

name) of Manulife. Thank you for taking my call. Is it a good time to talk?

If HR is busy : I understand. When is the best time to call you? I will call you back then. Thank you.

If HR is free to talk: I am calling with regards to the benefits, particularly group insurance coverage,
which you might want to consider for your valued employees. I would really want to personally discuss
with you. I promise that I will only take a few minutes of your time. Will __________________ (1st
schedule) or ______________________ (2nd schedule) fine with you?

If HR chose a schedule: Just to confirm, we will have our meeting on ____________. Allow me to give
you a call two days prior for final confirmation. I look forward to seeing you. Thank you and have a nice
day!

If HR’s schedule is tight: I understand. Allow me to call you again next week to check your schedule.
Thank you and have a nice day!