Do You Have the New Trans Forms/apps?

[Oremus]

Called Transamerica yesterday and a very helpful lady e-mailed the new apps. and additional needed forms right then and there. Just give them a call.

 

[Newby]

Helped a client call 1 star yesterday to get a duplicate policy. First he asked for a replacement policy. They let him know that they didn't do replacements in Ky. He said he already had a policy. So then they asked if was wanting to add to it. No, just a replacement. Again, no replacements in Ky. So then, no, I lost my policy. Them, how did you lose it? Him, I just can't find it. Them, still not understanding the problem. Him, I just misplaced it and I would like a new one. Them, OK, we will have an agent contact you about buying a new policy. Him, I don't want a new policy. I just want a copy of my current policy. Them, oh, you have a policy with us now? Him, yes and I need a replacement because I lost it. Them, oh, we don't do replacements in Ky. I'm serious. It went on and on like that. Several rounds. The lady did finally agree to get him a duplicate policy in the mail but she still insisted she couldn't understand what he was talking about. The wife's policy was with RNA. They had lost it too. Got on the phone with RNA, told them she lost her policy. They said, OK, we'll send you a new one. Let's verify the address. Why can't they all be like that?

Next time just tell her he was reading it in the bathtub and dropped it in the water. They understand that one because I actually had one of those.

Who reads their insurance policies in the bath tub?

 

[John Galt]

Helped a client call 1 star yesterday to get a duplicate policy.

First he asked for a replacement policy. They let him know that they didn't do replacements in Ky. He said he already had a policy. So then they asked if was wanting to add to it. No, just a replacement. Again, no replacements in Ky.

So then, no, I lost my policy. Them, how did you lose it? Him, I just can't find it. Them, still not understanding the problem.

Him, I just misplaced it and I would like a new one. Them, OK, we will have an agent contact you about buying a new policy. Him, I don't want a new policy. I just want a copy of my current policy. Them, oh, you have a policy with us now?

Him, yes and I need a replacement because I lost it. Them, oh, we don't do replacements in Ky.

I'm serious. It went on and on like that. Several rounds. The lady did finally agree to get him a duplicate policy in the mail but she still insisted she couldn't understand what he was talking about.

The wife's policy was with RNA. They had lost it too. Got on the phone with RNA, told them she lost her policy. They said, OK, we'll send you a new one. Let's verify the address.

Why can't they all be like that?

Just SOP for 1 star

 

[HoosierLife]

No changed last week. New business told me order came from legal. I got a few flagged and never saw before and called.

I checked agentnetinfo today and sure enough, that is on there. I guess it's only required for SSBA clients.

 

[rfwright78]

Another heads up on trans. When using the social security form you now must fill out B-4 on page 2. You used to just send in the form. I also get the applicant to sign page 2 as trans is quirky.

Great....my last trans application will probably need to be redone.

 

[MAlife]

trans was a company I thought I would never really have to use. But lately they seem to be fitting right in with some of the folks I've been coming across.
COPD
debit express
crazies

now if they would just lighten up on the insulin. and get their app under double digits..ha

 

[HoosierLife]

I checked agentnetinfo today and sure enough, that is on there. I guess it's only required for SSBA clients.

Wow, I filled out the B4 section of the app and had the client initial and current date the change. Then for good measure, I had the client resign and current date page 4.

The amendment only said B4 needed to be filled out.

Today the policy was approved, but a new amendment popped up. I have to go back out and have resign page 4s changes. Initialed and current dated are not enough.

They said this was posted on agentnetinfo.

This will be my 5th time going back to the client. I called Trans before each visit to make sure I did EVERYTHING that was needed. I swear they make this stuff up on the fly.

I hate Transamerica. If somebody could design a product identical to theirs without all this retarded stuff try would be #1 in FE.

 

[MatthewC]

Wow, I filled out the B4 section of the app and had the client initial and current date the change. Then for good measure, I had the client resign and current date page 4.

The amendment only said B4 needed to be filled out.

Today the policy was approved, but a new amendment popped up. I have to go back out and have resign page 4s changes. Initialed and current dated are not enough.

They said this was posted on agentnetinfo.

This will be my 5th time going back to the client. I called Trans before each visit to make sure I did EVERYTHING that was needed. I swear they make this stuff up on the fly.

I hate Transamerica. If somebody could design a product identical to theirs without all this retarded stuff try would be #1 in FE.

Yep, that's how I feel ...and I am only going back for a third time...but it's a 2 1/2 hr round trip.

 

[Gooner]

I've written close to 25 policies with Trans in the last 2 months. I've had to get an amendment signed...once. It was my fault because I didn't write what plan it was..even though face and premium was for preferred NT. Again, totally my fault.

I'm not using the SS form, yet, so maybe Thad the reason.

Hate you guys are going through so much. Maybe it's because you're writing on the Premier side, I'm writing on the other side. I can call in and handle most things by telephone.

 

[John Galt]

I've written close to 25 policies with Trans in the last 2 months. I've had to get an amendment signed...once. It was my fault because I didn't write what plan it was..even though face and premium was for preferred NT. Again, totally my fault.

I'm not using the SS form, yet, so maybe Thad the reason.

Hate you guys are going through so much. Maybe it's because you're writing on the Premier side, I'm writing on the other side. I can call in and handle most things by telephone.

Yea, Im on the Maroon Family Markets side, I think its easier with that number