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So I had a good client whom we serviced perfectly for 2 years. I get an email from an agent within my cluster stating "Hey we are BORing this guys account because we're long time friends, just giving you a heads up."
This is technically against the groups policy. There's no way the insured mentioned to his friend "Oh hey you're in the insurance business? Let me sign a BOR so you can handle my policies" I mean...of course the agency steered that conversation. Which is f*cked up. I meen, who does that when you're in the same group? I could understand if we screwed the client over or somehow we messed up....but no....not at all.
Fast forward 6 months and I requote the client. I have all the same carriers the agent who BORed the client does...and more. Turns out that my carriers can save 2k/year and the agent who BORed him...doesn't have those carriers. SO...
1.) The client ignores the 2k/year savings we sent over.
2.) Client approaches his new agent/friend about the savings & that new agent's hands are tied because he doesn't have the carriers I do..
3.) I either get the client back...or at the very least, put the new agent who BORed him in a terrible position.
Wrong on my part? I mean..if you're going to BOR a big account from me, that's fine. But I'm gonna hound that account and stir the pot until I die.
This is technically against the groups policy. There's no way the insured mentioned to his friend "Oh hey you're in the insurance business? Let me sign a BOR so you can handle my policies" I mean...of course the agency steered that conversation. Which is f*cked up. I meen, who does that when you're in the same group? I could understand if we screwed the client over or somehow we messed up....but no....not at all.
Fast forward 6 months and I requote the client. I have all the same carriers the agent who BORed the client does...and more. Turns out that my carriers can save 2k/year and the agent who BORed him...doesn't have those carriers. SO...
1.) The client ignores the 2k/year savings we sent over.
2.) Client approaches his new agent/friend about the savings & that new agent's hands are tied because he doesn't have the carriers I do..
3.) I either get the client back...or at the very least, put the new agent who BORed him in a terrible position.
Wrong on my part? I mean..if you're going to BOR a big account from me, that's fine. But I'm gonna hound that account and stir the pot until I die.