Referral and confidentiality
Reassure clients that referring a debt keeps their information private and protected.
What this play helps you do
- Explain how client information is protected during referral
- Reassure clients worried about privacy or reputation
- Understand what is shared, with whom, and why
- Address debtor-confidentiality concerns appropriately
- Make confidentiality a reason clients feel safe to refer
5 min
When to run this
Run this play when a client hesitates over privacy — worried that referring a debt might expose their finances, embarrass them in their market, or share information too widely. Confidentiality is often the unspoken concern behind a reluctance to refer.
How it works
Information supplied for a referral is used for one purpose: pursuing the specific debt. Client and debtor details are handled in confidence and shared only as needed to recover the account. Nothing about the matter is broadcast or used for unrelated purposes.
Recovery contact with the debtor is itself professional and discreet — the goal is to secure payment, not to create a scene that could rebound on your client's reputation.
What to tell the client
Reassure the client directly: 'Everything you share is kept confidential and used only to recover this debt.' Make clear that:
- Their financial details are not disclosed beyond what the recovery requires.
- Recovery is conducted professionally, protecting their standing in their market.
- You, as their adviser, remain the point of trust throughout.
What happens next
With privacy concerns settled, the client can refer with confidence via the refer a debt form. If they would like to dip a toe in first, a free debt appraisal is a low-exposure way to see how their information is handled.
Key takeaways
- Referral information is used only to pursue the specific debt.
- Client and debtor details are handled in confidence.
- Discreet, professional recovery protects the client's reputation.
FAQ
Who sees my client's financial information?
Only those involved in recovering the debt, and only to the extent needed. The information is handled in confidence and not used for unrelated purposes.
Could referral embarrass my client in their industry?
Recovery is conducted discreetly and professionally. The aim is to secure payment quietly, protecting the client's commercial standing.
Is the debtor's information protected too?
Yes. Debtor details are also treated confidentially and used solely to pursue the referred account.
Run the play — we'll handle recovery
Commission-only recovery your clients can trust. No recovery, no fee.