What to do when my client calls me when they are sick / injured
Dialogue
Dialogue 對話
Client
I am feeling unwell lately. Is there anything my medical policy can help me with?
Absolutely! Have you consulted a family doctor yet? Any doctor’s referral to a specialist?
AIA Financial Planner
No I have yet to visit a family doctor. Do you have any recommendations?
Understood. I suggest to first visit a family doctor and see if it is necessary to further consult a specialist. If you do, I can help arrange an appointment with our AIA panel specialist.
Reminder 備忘
Check client’s medical coverage details at PES.
Check if presenting illness / injury is under exclusion.
Always direct your client to visit a family doctor for professional opinions.
