kencan
Expert
- 27
I've written several policies over the past five years for a Midwestern Life Ins company.
I write through an agency. I have not submitted any business during the last year , however.
Recently, I met with one of my clients over lunch. This client informed me that someone from the agency had called requesting that they meet with her(my client) to do an annual review with them. I'm still appointed with the Midwestern Company. After calling around , I discovered that the agency MGA was the one calling my client. Subsequently, I spoke to the MGA who told me that all "clients" were "owned" by the company and that since he was the MGA it was his responsibility to make sure all clients in his agency were serviced. He assured me that if he wrote business I wouldn't be out of any commissions or lose the client however.
Shouldn't the MGA call the agent to express these concerns? I've found out since that the MGA tried to reach all of my clients-a couple clients told me they'd also received calls.
How should I proceed with this? thanks.
I write through an agency. I have not submitted any business during the last year , however.
Recently, I met with one of my clients over lunch. This client informed me that someone from the agency had called requesting that they meet with her(my client) to do an annual review with them. I'm still appointed with the Midwestern Company. After calling around , I discovered that the agency MGA was the one calling my client. Subsequently, I spoke to the MGA who told me that all "clients" were "owned" by the company and that since he was the MGA it was his responsibility to make sure all clients in his agency were serviced. He assured me that if he wrote business I wouldn't be out of any commissions or lose the client however.
Shouldn't the MGA call the agent to express these concerns? I've found out since that the MGA tried to reach all of my clients-a couple clients told me they'd also received calls.
How should I proceed with this? thanks.