Other than the 2014 rollout of Obamacare, I have lost fewer than a dozen clients via AOR. Most of the time they were snaked by HO employees turning them into house accounts.
This is all U65 health insurance.
Early 2014 I lost about 30 that became house accounts. In almost every situation the client called HO to ask a question and they were converted to house accounts.
Happened with Aetna, BX, Humana (BIG time), Golden Rule.
Don't recall ever losing someone to another agent, nor have I lost any 65+ clients via AOR.
It happens. I hate it. What really bugs me is the dirty tricks the HO will play to take someone in house.
This is all U65 health insurance.
Early 2014 I lost about 30 that became house accounts. In almost every situation the client called HO to ask a question and they were converted to house accounts.
Happened with Aetna, BX, Humana (BIG time), Golden Rule.
Don't recall ever losing someone to another agent, nor have I lost any 65+ clients via AOR.
It happens. I hate it. What really bugs me is the dirty tricks the HO will play to take someone in house.