Agents want to do good for their clients. Often this means they take the initiative and jump on the phone with us to transact within their client’s policy on their behalf. We get it. It’s helpful and clients like it, because it makes their lives easier.
Unfortunately, cybercriminals like to prey on so many potential vulnerabilities, especially when they learn to sound like agents on the phone. That said, none of us can be too cautious in protecting clients from the “not agents.” We’re getting this message out in a unique way.