Don't even think about rolling a book of Medicare business!

[Chazm]

I wouldn't feel to anxious about it. They're getting three years of business from YOUR clients. The client has no loyalty to the insurance company and neither do you.

Honestly, Medicare Momma is the reason I'll likely never contract with Gordon. She's spammy AF and it hurts their reputation.

I just contracted with Gordon Marketing in August and just a month or two ago I started seeing their post on this forum.
It really is kinda embarrassing to see their questionable post here.

 

[goillini52]

I'm not sure why you feel the need to make things up and put words in my mouth, but you really should stop. I've never said anything about you not having national contracts like you said in your Thanksgiving video...that's just a flat out lie!

Democrat tactic???

 

[PA Bill]

It is right to do right by your clients. But are you rolling people to save peanuts in order to restart FYC's? At the end of the day, you are an agent of the company, not the customer. Says so right in your contract and that's how you're licensed with the state.
Broker, my ass!

 

[Todd King]

Democrat tactic???

I'm not sure that we could label their tactic as Democratic or not, but it's pretty lame either way. To be honest, I'm actually very surprised at these two. They really should know better. But then again, they were stupid enough to buy out Next Generation Financial Group and then put the two principles to work! The very ones that ran NGFG into the ground!

 

[Travis Price]

It is right to do right by your clients. But are you rolling people to save peanuts in order to restart FYC's? At the end of the day, you are an agent of the company, not the customer. Says so right in your contract and that's how you're licensed with the state.
Broker, my ass!

Sorry, I disagree.

My contract says that the company or I can terminate my appointment. I serve as a marketing representative, not an employee.

If it serves the client (granted, saving 100 a year isn't serving a client) then I will flip all day long. If the company wants to drop my appointment, that's their right.

 

[Todd King]

It is right to do right by your clients. But are you rolling people to save peanuts in order to restart FYC's? At the end of the day, you are an agent of the company, not the customer. Says so right in your contract and that's how you're licensed with the state.
Broker, my ass!

Not sure who you're talking to, but no, you wouldn't roll them just to start your FYC's again, but to put the client in a better position. Now, if it just so happens that both things happen at the same time, great, but don't do it just to start the commissions over again. Do it because it helps the client.

 

[goillini52]

It is right to do right by your clients. But are you rolling people to save peanuts in order to restart FYC's? At the end of the day, you are an agent of the company, not the customer. Says so right in your contract and that's how you're licensed with the state.
Broker, my ass!

When you can "roll" a client to another company and save them $50 + a month for the exact same coverage, you're doing right by your client. If you don't you're not doing right by your client. By doing right by your client, you restart your FYC...it's a win win situation.

If I don't move them to another company, another agent will. That's the way the Med Supp business has been for quite some time, and the companies know it. I always tell my new clients that I'll make sure to shop their policy every few years to keep their premium affordable.

That's MY client that I brought to that company, and I'm taking care of MY client.

If companies don't want to lose customers, they should keep their premiums competitive.

 

[rousemark]

Sorry, I disagree.

My contract says that the company or I can terminate my appointment. I serve as a marketing representative, not an employee.

If it serves the client (granted, saving 100 a year isn't serving a client) then I will flip all day long. If the company wants to drop my appointment, that's their right.

Saying you are an agent of the company is not saying you are an employee. By every independent contract I have seen, we a re contracted as agents to represent the company in the field. And, thank goodness we are not "brokers". That opens up a whole new can of legal liability because a broker represents the client instead of the company.

 

[Travis Price]

Saying you are an agent of the company is not saying you are an employee. By every independent contract I have seen, we a re contracted as agents to represent the company in the field. And, thank goodness we are not "brokers". That opens up a whole new can of legal liability because a broker represents the client instead of the company.

I appreciate what you're saying, but my point is that I'm not beholden to a company outside of my legal requirements.

You're kind of trying to pull a "technically" card. The point, really, is I don't owe a company any more loyalty than they owe me. We have a business relationship. If it suites both of us, great. If it doesn't, either one of us can terminate.

 

[Travis Price]

I'd also say something else..

I contracted with Todd BECAUSE he's a smaller agency. If I email Daecy, Matt, or Todd I get a response within a couple of hours.

I don't feel embarrassed because my IMO comes in this forum and kicks up old ass posts, starts shit, etc... They should more embarrassed that they signed me