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Approved! - Coggle Diagram

- - - - Hey (clients name)! This is (agent's name)'s customer service assistant! Just wanted to congratulate you, you got approved for the plan you picked!
      - Your insurance cards are on the way! You will be receiving the policy packet and brochures along with the insurance cards all via mail. They take on average 7-10 business days to get delivered. If you ever have any questions about your coverage or other plans, feel free to reach out!
      - Oh! Also, (Agent Name) was wondering if he/she could add you on Facebook, (Instagram if under 30) just to stay in touch!
        
        If yes, ask agent to add them on facebook
        
        Send messenger sequence to agent to send to client:
        
        Oh, by the way! Since you liked the service so much, would be willing to make a quick post on (Facebook/Instagram)? I send my clients a $25 Starbucks e-gift cards as soon as you post and tag me!
        
        Also! I can reach out to anyone who comments and wants coverage! Any qualified referral you give us is $100 dollars back to you from the insurance company so I would greatly appreciate it! Also, we will match that and make it $200, let's get your first premium covered!
        
        If you'd like a quick example, heres another client's post that got like 6 people reaching out! (Feel free to steal it haha 😂)
        
        Once posted and tagged send Gift Card via Customer Service Email
        
        Send Text to client: "Saw you posted on your page! Thanks so much for sharing (Agent Name)'s business! Enjoy the starbucks gift card on us!
        
        1 more item...
        
        Ask agent to update on referrals
  - - - then once pnote is cleared, send second (possibly third) message in the text sequence