Hello how may I help you? I'd like to change the terms of my life insurance policy. OK. I would like to help you with that. You will have to make an appointment with your insurance broker. Can you help me set up the appointment? Yes I can. Do you know who your broker is? I'm not sure--can you look that up? Yes I can. Your broker is Mrs. Smith with xyz insurance. Thank you. Do you have her number so I can call her to set up an appointment? I can schedule it for you. What date and time would be best for you? June 26th at 3:00. Perfect. I have you scheduled for that time slot.