Ohio Safety Series: Know who you are dealing with
On December 7, 2017
When you have new clients:
- Meet them in the office
- Verify his/her identity
- Get their car mark and license number
- Photocopy/photograph their driver’s license
- Complete a client ID form
Ask prospect(s) to stop by your office and complete a personal identification form before going to a property. This should be openly obtained, preferably in the presence of an associate.
Verify their identity. This may entail calling references, his/her place of employment and verifying his/her current address. Information should be retained at your office; knowing that a name and address are known my discourage an assailant.
Get their car make and license number. It’s easy to do, and it will assist police in catching a criminal or finding you if you are abducted. If the car is stolen, your prospect will be reluctant to give you a license number.
Introduce the prospect to someone in your office. A would-be assailant does not like to be noticed or receive exposure knowing a person could pick him out of a police line-up.
Photocopy/photograph their driver’s license. Legitimate clients do not mind you copying/photographing their driver’s license. We freely show our license to the clerk at a grocery store when we write a check. We can expect identification from our client before we show a home worth hundreds of thousands of dollars.
Work smart and stay safe!
Tags: Ohio Safety Series, safety