Every Fire A Client?

Dec 21, 2007

  1. moonlightandmargaritas
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    moonlightandmargaritas Guru

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    I fired a client today. Too much trouble. I don't do it often, and it feels bad during the season of "peace on earth, goodwill toward men", but it had to be done.

    Ever do it?

    PS-Did enjoy a nice lunch at Hooters with another client though. Nice snow crab leg special - and two cold drafts!
     
  2. TXINSURANCE
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    TXINSURANCE Guru

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    I have fired a lot of perspective clients - one said "If they don't take my (individual) application I am suing you and the carrier" - I said well "you can't sue me because I won't be your agent - CLICK"

    Yes sometimes is is healthy to fire clients , for example if they swear (not in general) but at you directly, it is time to hang up the phone or walk away.
     
  3. STIBROKER
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    STIBROKER Like My post and enter the DRAWING,,,, Moderator

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    daham...I fired one also today....it was a sticky divorce mandate kid risk pool....I already went the 9's 2 years ago and got him set up and the stupid asshole let it lapse after 6 mo....now its I gotta have this done yesterday.....
     
  4. Bob_The_Insurance_Guy
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    Bob_The_Insurance_Guy Guru

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    Being independent, and not having any externally-imposed quotas, I have fired several clients along the way.

    I simply tell them that I will not be able to satisfy their needs, and I refer them to someone else.

    I then fill the new agent in on what's been going on, and let him/her take it from there. I tell them the chemistry just wasn't there, and that they may work better with this person.

    I do not send the fired client a thank you note, and I delete any and all recollection of them from my files, electronic or otherwise.
     
  5. Mr. Bill
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    Mr. Bill Guru

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    I've fired 'em, mostly for being PIA's who don't follow my advice or if they question me too much. I appreciate Play-Doh clients that I can mold into the client that's right for me.

    Most of the time I would not be referring them to a new agent. That is, unless I didn't like the agent.
     
    Mr. Bill, Dec 22, 2007
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  6. honestagent
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    honestagent Guru

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    I did one too.... not in such a bold way though... turned them over to BCBS, and that sold itself so I didn't appear to be 'firing' them.

    I am so happy to be rid of them; and I'm not sorry to say.

    I know customer service will help them. lol...

    Laterrrrrrrrrrrr and I don't feel any remorse about this decision at all. :nah:
     
  7. GreenSky
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    GreenSky Guru

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    I used to run a small P&C ageny and had a client with an auto policy that was an absolute PIA. He moved to San Diego and although I could service him thought it better to give the account to another agent.

    So I sent him a letter saying it would be in his best interest to contact an agent with the company in San Diego. I also informed the comany of this.

    The little bastard turned me in to the BBB! Somehow he thought I was canceling his coverage.

    In the past few years, I have told a few people that I would not be able to help them but these have mostly been prospects. There are a few seniors that are a PIA, but I forgive them because of their age. I figure they won't be my clients forever.

    Rick
     
    GreenSky, Dec 22, 2007
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  8. Dave020
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    Dave020 Super Moderator Moderator

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    Cue spooky Boris Karloff music here.........Rick doesn't just fire clients, he....yikes:embarrassed:

    Just kidding Rick! It's Saturday - go get coffee or something and get off of this forum for a while LOL

    Dave
     
    Dave020, Dec 22, 2007
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  9. TXINSURANCE
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    TXINSURANCE Guru

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    I am proudly NOT a BBB member.

    I filed a complaint once to the BBB on the BBB - lol... That was a classic.

    I have always questioned the BBB tactics and I just do not agree with them at all... Occasionally a customer asks if I am a member of the BBB , and my reply is NO I would never join such an organization of thieves.
     
  10. insuremojo
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    insuremojo Super Genius

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    I fired a client last week (small group of 5). After having them on the books for about 6 months I find out that they had lied to me about actual employees and other things. I took this group over with a BOR change. Then I find out not all the employees showed up on de-6 and they were pulling some underhanded stuff to try and fool bluecross. I wasn't having it and fired them.
     
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