CIRLET | Client verification message templates | October 22, 2026
https://aicybersecurityforinsuranceagencies.com/guides/client-verification-message

BEFORE USE: Replace all brackets. An agency owner must approve the actual process.
These templates do not establish a control, insurance coverage or compliance.
Do not send a simulated scam to clients or share client lists with Cirlet.

CLIENT EMAIL
Subject: How to check an unexpected request
If you receive an unexpected request that appears to come from [agency name]
to change payment instructions or disclose sensitive information, pause.
Contact us using [the number on existing agency documents / another approved,
previously known route]. Do not rely on a new number or link in that message.
Our agreed process for confirming sensitive changes is [actual approved process].
If something does not match, ask [approved role] to verify it before acting.
Please do not reply with passwords, recovery codes or confidential records.

WEBSITE WORDING
Unexpected request? Verify it first.
Before acting on an unexpected payment change or sharing sensitive information,
use contact details from your existing agency records to check with [approved role].
A familiar name, logo or voice alone does not verify a request.
Our process is [actual approved process].

PROVIDER HANDOFF
Please help confirm the approved callback route, the agency role responsible
for sensitive changes and where clients find existing contact details.
Check that website and email wording match the actual process.
Record the accountable owner, evidence and review date before publication.

Original Cirlet text. Adapt under kit terms; attribute in resource documentation.
Client-facing credit is optional for these messages. Publishers may qualify links.
Never imply a security review, endorsement or guaranteed fraud prevention.