Equita: Help Navigating

[AIABROKER]

That must really depend on your upline within EFES. I just put in my order for DM leads today and I've ran a few teleleads and neither my upline or marketer has asked me to contract with all of the carriers that EFES has or has asked me to switch over any existing contracts.

I was the one who decided to switch over my contracts to EFES. So like I said it must depend on your upline and isn't necessarily am EFES requirement.

Well, my upline said that was coming from one of the national sales managers.

This is really annoying to hear that. I now know I can stand up to them if they give me a hard time.

I submitted a release for Foresters from my current IMO but EFES wouldn't accept it because it was a reciprocal agreement.

Again, it's just these little things that are adding up giving me some bad vibes.

 

[WinoBlues]

...................I submitted a release for Foresters from my current IMO but EFES wouldn't accept it because it was a reciprocal agreement.

Again, it's just these little things that are adding up giving me some bad vibes.

Assuming that means they want the other guy to do what they will not? How are they going to handle you when you leave?
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That must really depend on your upline within EFES. I just put in my order for DM leads today and I've ran a few teleleads and neither my upline or marketer has asked me to contract with all of the carriers that EFES has or has asked me to switch over any existing contracts.

I was the one who decided to switch over my contracts to EFES. So like I said it must depend on your upline and isn't necessarily am EFES requirement.

Sounds like it. Maybe he can just tell this guy to pack it and join another manager?

 

[AIABROKER]

The release agreement just states that EFES will agree to sign a release if one of their agents wants to leave and join the IMO. Seems fair to me. And how many EFES agents are going to leave all at once to move to this other IMO? The "risk" is slim.

 

[Norwayguy]

The release agreement just states that EFES will agree to sign a release if one of their agents wants to leave and join the IMO. Seems fair to me. And how many EFES agents are going to leave all at once to move to this other IMO? The "risk" is slim.

I would go back to my "manager" and say I attempted to do what you asked. This requirement is not in the contract I signed process my order or release me to another manager.

Oh and on the release part from him good luck with that.

 

[jdeasy]

EFES does not grant releases as a rule. Like any rule there have been exceptions but they are just that, exceptions.

It's wrong as hell that they won't grant releases and if that is a deal breaker to an agent then do not join up with EFES.

 

[Norwayguy]

EFES does not grant releases as a rule. Like any rule there have been exceptions but they are just that, exceptions.

It's wrong as hell that they won't grant releases and if that is a deal breaker to an agent then do not join up with EFES.

What I find wrong is a manager holding someone up due to his existing appointments and the agent attempts to comply even getting a release from the IMO but the release contingent on EFES and they refusing and still holding the agent up.

 

[jdeasy]

What I find wrong is a manager holding someone up due to his existing appointments and the agent attempts to comply even getting a release from the IMO but the release contingent on EFES and they refusing and still holding the agent up.

It is wrong. Any IMO refujsing to release if there is no debt is just wrong.

I get it too about the training but I would let those go too. Why try to force someone that doesn't want to work with you any longer into keeping working for you?

It's a nasty secret agreement between the IMO's and the companies. The companies are just as guilty as the IMO's if not moreso. The insurance company is probably more guilty. They don't have to enforce the agreement. But they care more about their relationship with the IMO than the relationship with the agent.

But, it's just how it is. When I wanted to move my Shandoah contract from NAA to another IMO I had to wait out 6 months. When I wanted to move my Wellcare from RBI I had to waith 12 months.

EFES is wrong on their release policy. But, for me, the good I get from them outweighs the few things I disagree with them about. If it didn't I wouldn't be with them.

That's how everyone should approach the business with them or with any IMO. If the release policy is something that you cannot deal with them do not go with that IMO.

 

[RonRoberts]

I'm new to EFES and getting my contracts sent in. I went to place my initial lead order for 25 at $25 + cards and badge, $675. They told me they would not process my lead order until I moved all me FE contracts over to them. I initially moved Americo, American Continental, Occidental and Baltimore Life. They still want RNA and Foresters. I've really jumped through hoops for these guys but I'm not getting a great feeling based on their attitude.

My point is that it doesn't seem like they would allow you to just contract with two companies and then buy leads from them. Maybe my issue is that they pulled up all of my appointments and noticed I was already appointed with those other companies.

It's been about a month now trying to get releases from my other IMO's. I may end up just doing a broker contract after all this.

Is your upline by chance Shannon Davey? He required the same for me and I was going in on the broker side. Not a good deal for me so I declined.

JD hooked me up with Travis and while I have had a not so fantastic experience with my account manager I feel Travis is a stand up guy. I am not 100% focused on FE so I don't send them a ton of business but I would never ever ever put all my eggs in one basket.

 

[TDFnCali]

EFES is wrong on their release policy. But, for me, the good I get from them outweighs the few things I disagree with them about. If it didn't I wouldn't be with them.

I couldn't have said it any better... Nothings perfect!

TDF
Sent from my Sprint Galaxy S4 using Insurance Forums

 

[rousemark]

I submitted a release for Foresters from my current IMO but EFES wouldn't accept it because it was a reciprocal agreement.

So they think the other IMO should grant releases to them but they should not return the favor?