Sharing the Rewards Bot – A Script to Elevate Your Positioning

Introducing a new tool can sometimes feel awkward — but with the right framing, it becomes a powerful way to strengthen relationships, open doors for referrals, and add tangible value to your user base.

Here’s a simple, conversational script you can use to introduce the Rewards Bot with confidence and clarity.

👋 Introduction:

"Hey! Just wanted to share something exciting — recently, my agency and I invested in a smart AI bot to better support clients like you.
It comes with a bunch of useful features, but I think this one might interest you the most:"

👈 (Pick one to introduce to avoid overwhelming them)

🎉 Option A: Lifestyle Angle

"There’s this lifestyle feature that shows you current events and promotions happening around Singapore — and there’s even a live map view so you can see what’s going on nearby in real time!"

💼 Option B: Financial Angle

"Under the financial section, you’ll find updates on personal finance, market news, and even a quick retirement planning tool for you to better understand your retirement planning position. Next, It can also generate brief stock analysis reports too!"


📁 Optional Personal Touch:

"Oh, and I’ve also created a private folder just for you — you’ll be able to access your portfolio summary, claims process, monthly newsletter, and some bonus resources anytime, 24/7."

📰 Add-On Perks:

"Every week, the bot drops lifestyle or financial updates — and sometimes even quizzes where you can win little prizes!"

🙏 Closing:

"Hope this brings you some extra value, and thank you as always for the trust over the years!"

"If you enjoy using it, feel free to invite your friends too — just let me know and I’ll guide you through it. Or if you know someone looking for financial planning, I’d love to connect — and as a bonus, you’ll earn rewards through my referral system!"

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How to Fully Utilize the Policy Navigator in Advisor Bot