Ask a client for a referral

I work in marketing at an insurance broker. Help me ask a happy client for a referral.

Context: Trade clients know other firms in the same trade with the same insurance headaches. They will recommend a broker who sorted out a claim for them, though they seldom think to.

Before you start, ask me for anything missing from this list:
- The client and what we did for them
- The kind of person we would like to meet
- Any house rules on referral rewards

Then:
1. Thank them for something specific.
2. Describe who we help in one sentence they could repeat.
3. Make the ask easy: one line they can forward.

Give me:
- The email
- A forwardable two-line introduction

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general information about insurance only. Never say that a particular person or business is covered, never suggest a claim will be paid, and never call a price the cheapest or the best.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves financial promotions should see:
- Any reward for referrals, and whether it needs disclosing or approving
- That the request reveals nothing about the client's cover or claims