A spoken monologue (YouTube video) in which the speaker provides a scripted phrasing for agents to use with clients after issuing a policy. The script warns clients about scammers and fraudulent agents who may contact them, instructs clients to call the speaker immediately if anyone asks about their policy or claims to be the servicing agent, and frames such third-party contact as likely commission-motivated and harmful to existing coverage.
Chapters
So after you finish wrapping up the policy, you're going to want to say something like this. So, Ms. Jones, there's a lot of scammers and fraudsters and people out there that are in this business that don't have your best interest at heart. I want to take a few minutes just to kind of set the expectations so that you can protect yourself from anyone that would try to do you harm. If anybody calls you up and tries to ask about your policy or says that they're the servicing agent on it and they need to look at it, make sure to call me, because there's a lot of sketchy things that go on. There's a lot of scammers, there's a lot of fraud. You probably heard about it on the news. And I want to make sure that you can protect yourself. Tell them that you call them back and call me immediately because I'm happy to answer any questions you have about it. We already found you the best thing here. The only reason that anybody else would try to talk to you is to try to replace what you already have just so they can get a commission. But it's going to reset everything that we already did for you. You have my number, you have my contact. Do not hesitate to reach out to me. And be careful about other agents out there, because there are a lot of sketchy people in this business.
