How should an agent conduct post-sale follow-up for Aflac policies?

• A. Review coverage, confirm policy documents, explain claims process, share contact information for claims, and schedule periodic reviews.
• B. Cancel the policy immediately.
• C. Ignore customer questions after sale.
• D. Require the client to re-underwrite every month.

Answer: (A)

Post-sale follow-up is about ensuring the client understands and can effectively use their coverage. The best approach is to review what was purchased, confirm the policy documents, walk through how to file and track claims, provide clear claims contact information, and schedule periodic reviews to revisit needs and any updates. This keeps the client informed, reduces confusion, and builds trust because they know where to turn for help and how to manage their policy going forward. Canceling the policy immediately, ignoring customer questions, or requiring constant re-underwriting each month all fail to support ongoing service and client confidence.