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When selling insurance, what is the best way to ask for ID and bank card number from customers?
You can tell your customers that in order to apply for insurance faster and better, we need to provide a copy of your ID card, and you offer to ask the customer to mark the copy: "This copy is only for It is only used for applying for insurance, and is invalid for other purposes." This way, customers can rest assured that of course, it is natural to ask for a bank card number once the insurance is taken care of.
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