VERY UNHAPPY - Concern Regarding Request for Banking Details Before Quote Acceptance

To whom it may concern.

A few days ago, Mrs Noni Nkosi assisted me with an insurance quotation. During the process, she repeatedly requested my banking details, even though I indicated that I first needed to review the quotation. She eventually agreed, and I then received the quote. At that stage, I was still considering proceeding with Outsurance in the near future.

Today, Mrs Nkosi assisted my fiancée with a separate comprehensive quotation. Once again, she insisted on obtaining banking details upfront. My fiancée explained that she was not comfortable sharing banking details before reviewing and accepting the quote. Unfortunately, Mrs Nkosi was not accommodating and ended the call in an unfriendly manner.

I would like to ask: since when are clients expected to provide banking details before accepting a quotation? Is this standard practice, and is it ethical?

Based on these experiences, we have decided not to proceed with Outsurance. This situation has made us uncomfortable and has raised concerns about how client matters, including claims, may be handled.

Best regards,

Jaco Pretorius