Client moved, might have also changed phone #, can you ask the carrier for new addr?

[sam816]

If you are the AOR but don't have the new address, is the carrier obligated to provide his latest address?

TIA.

 

[DS4]

Probably not. Don’t you have web access to your clients?

 

[somarco]

Obligated, no.

All my clients have and use email. Sometimes I find their email is dead and they have cancelled the landline. I go online and look at carrier records then send them something via USPS.

 

[axeman462]

about all you can do is send a letter to their old address, and hope they put mail forwarding in

 

[sshafran]

If you send out newsletters, or review letters or whatever to your clients, you can also run your internal mailing list against the NCOA (I use Melissa Data dot Com) for $50.

You'd be surprised how many move in a year....

 

[WinoBlues]

* Silly Life Insurance Question *

Do you guys list any kind of other contact like a beneficiary or Secondary addresse?

Seems like something I would add to my file.

 

[somarco]

* Silly Life Insurance Question *

Do you guys list any kind of other contact like a beneficiary or Secondary addresse?

Seems like something I would add to my file.

Feel free to put my name and address in the bene designation.