"I wanted burial insurance not life ins-"

[TPAAgent]

20 years in the business and about twice a year I get a client who receives their policy and calls me how upset they are because I sold them a life insurance policy when they specifically said they were looking for a burial policy- Some people get it, and some don't.. This last client? A retired engineer now working claims for a shipping company inspecting damaged containers.. I tried everything- crayons and construction paper, sock puppets... it just didn't sink in-

 

[Thedude]

sock puppets, that is funny.

 

[TampaHound]

Their does seem to be that certain generation that won't let that idea go.

 

[Baseball7]

You can't help that if you explain it clearly to them and they still don't get it its just a "yes" disguised as a "no".

 

[Biggin]

Try one of these.......

 

[TampaHound]

Take their paperwork and write BURIAL across in bright red crayon?

 

[adjusterjack]

20 years in the business and about twice a year I get a client who receives their policy and calls me how upset they are because I sold them a life insurance policy when they specifically said they were looking for a burial policy-

Did you tell them it was life insurance before or after you sold them the policy?

 

[shonceman]

Try one of these.......

Aw, man! Flannelgraph! Do they still do those?

 

[shonceman]

Take their paperwork and write BURIAL across in bright red crayon?

Some of the Lincoln Heritage agents around here write in a bold black marker on the outside of the policy folder: "Burial Plan" or "Funeral Plan" or something like that. I would normally think that was a great idea, except that they so often mislead people into thinking they've purchased a pre-need arrangement. Everything about the FCGS paperwork is designed toward that deception, IMO.

 

[Biggin]

Aw, man! Flannelgraph! Do they still do those?

Reminds me of Sunday School