Doctors and RX
- Thread starter SamIam
- Start date
- 6,990
Speaking as a consumer here.
As an agent, there comes a point when you have to tell a client no more RX pricing research.
And going forward, establish those parameters when you start the annual review process.
I have had agents firmly and definitively have that conversation with me. Parameters for agent effort were clearly established and understood by both parties. Any addition information I needed/wanted was on me, not the agent.
I don't think any of my agents over the years would have done 3 sets of PDP medication/provider research.
- 1,094
depends what enrollment platform/crm you are using.
sunfire has a code where you can return back to saved work.
im not sure about the others
- 1,094
Refusing to look up meds (even for a second or third time) is an easy way to get a founded complaint.
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mkblinzler
Expert
- 23
I made the decision this weekend I am not meeting with drug plan clients. I am only handling through email. I have sent comparisons and told them email only and electronic applications. I am telling them to call WellCare or Cigna directly or M.gov to enroll. I am working seven days a week and usually 13 hours a day. I had to draw the line. I work for myself and I’ve never had a Medicare season like this in my entire career. I have not had any negative feedback from any client regarding my decision. I am getting back to them unlike other agents who are not even returning emails.
I will also not be taking any more new prescription drug plan only clients. We learn and we adjust. I think a lot of other agents here made the adjustment before I did. I just thought I would be able to do it, but with all of those losing medical coverage I had so many new referrals that it is replacing the premiums of the drug plans that won’t be paying me.
I will also not be taking any more new prescription drug plan only clients. We learn and we adjust. I think a lot of other agents here made the adjustment before I did. I just thought I would be able to do it, but with all of those losing medical coverage I had so many new referrals that it is replacing the premiums of the drug plans that won’t be paying me.
There are far too many agents who are so shortsighted as to recognize the payoff from helping folks even when there is no immediate and direct compensation.
All of us here are self employed and need to balance altruism with profit. But some of us learned long ago there is gold in helping others even when you are not compensated.
many years ago, I think I was in my early 20's at the time, I had the opportunity to meet the heiress of the the founder of Publix, Carol Jenkins Barnett.
At the time, it is safe to say I was young, dumb and full of cum.
Well, she she was telling me about how the Publix business worked, and how she gave so much to charities, and how Publix itself feeds the hungry etc..
I remember saying something naïve to the effect of "Imagine how much more money you'd have if you didn't give away all of that."
She leaned in, looked me right in the eye and said "sir, if I didn't give all that away, I wouldn't have any of it."
It was one of the first lessons I ever had in business. And I will never forget it.
Its also a concept that the Bible teaches as well.
It's something I implement in my own life as well. The Lord uses us to touch the lives of others, and if He uses the resources He allows us to manage in the process, He will pay us back with interest.
Unfortunately, its also a concept that most people will never understand.
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