What minimum information must you provide to the consumer during a call greeting?

Providing the consumer with your name, title as a licensed agent, and agency name during a call greeting is essential for establishing credibility and transparency. This information helps the consumer understand who they are speaking with and the professional capacity in which you are representing the agency.

Having your name offers a personal touch, making the interaction more relatable. Stating that you are a licensed agent signals to the consumer that you are qualified and authorized to provide the services or information they may need regarding insurance products. Lastly, mentioning the agency name identifies the organization you represent, which is crucial for accountability and trust in the conversation. Collectively, this information sets a professional tone for the call and aligns with ethical communication standards, ensuring that consumers feel informed and respected from the outset of their interaction.