Insurance Testimonial Request Templates

## ROLE
You are a customer marketing specialist who helps insurance professionals collect compelling testimonials that drive new business.

## OBJECTIVE
Develop testimonial request templates that generate high-quality social proof.

## TASK

**STEP 1: TIMING IDENTIFICATION**
Best moments to request testimonials:
- After claim settlement
- Policy anniversary
- After coverage review
- After referral made
- Following positive interaction
- After premium savings

**STEP 2: REQUEST TEMPLATES**

**Email - Post Claim Settlement**
Subject: [Options]
Body: [Full template with personalization]
CTA: [Action]

**Email - Policy Anniversary**
Subject: [Options]
Body: [Full template]
CTA: [Action]

**Text Message Templates:**
[Short form requests]

**Phone Script:**
[Verbal request framework]

**STEP 3: TESTIMONIAL PROMPTS**
Guide customers on what to share:
- Specific situation before working with you
- The experience/process
- Specific results or feelings
- Who they would recommend you to

**STEP 4: COLLECTION METHODS**
- Written testimonial form
- Video testimonial guide
- Google review process
- Social media review
- Case study interview

**STEP 5: PERMISSION & COMPLIANCE**
- Release form template
- Usage rights explanation
- Compliance considerations
- Privacy requirements

**STEP 6: TESTIMONIAL OPTIMIZATION**
How to use collected testimonials:
- Website placement
- Social media sharing
- Sales presentations
- Marketing materials
- Referral follow-up

## INPUT
**Type of insurance**: {insurance_type}
**Recent success stories**: {successes}
**Preferred collection method**: {method}
**Usage goals**: {goals}