Ask for a testimonial

I work in marketing at an insurance broker. Help me ask a client for a testimonial we can publish.

Context: A testimonial about a claim tells readers about a loss the client suffered. Business clients may also prefer competitors not to know who insures them.

Before you start, ask me for anything missing from this list:
- The client and the outcome
- Where we will use it
- Our consent wording

Then:
1. Ask three questions that produce specific answers.
2. Explain where it will appear and how to withdraw it.
3. Draft a testimonial from their answers for them to approve.

Give me:
- The request
- Three questions
- A consent line

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:
- Written consent that covers where it appears and for how long
- Whether the client's name, trade and location are shown
- Any claim outcome or saving mentioned in it