I need to confirm that we have the correct details on file for you.

 

(If they request for you to tell them their details say: For data protection reasons, we’re unable to provide any information unless we’re sure it belongs to you).

 

Can I ask you to confirm your full address, and email?

 

(Wait for the customer to provide the details. If they hesitate or ask why:)

Salesperson:

"This is simply to ensure we’re discussing your account and not someone else’s. It’s part of our commitment to keeping your information secure."
(Once the customer provides confirmation, respond warmly to acknowledge their cooperation.)

Salesperson:

"Thank you! That matches the information we have on file.

 

If the information provided does not match: Update accordingly