I'm a life and annuity guy working in a P&C agency. The idea is every agent here is a link in the teamwork chain...a life specialist, a health specialist, a commercial insurance agent, etc. And we all pass the referrals to the appropriate person.
All works well and we exchange referrals, except the health insurance agent. We send people in her direction, but aren't getting any back. We have talked about it and feel that business is being walked over because this agent is at her capacity and can barely handle the little she is writing now.
I am thinking about stepping up and doing health insurance as well and would like feedback and resources.
***I know what is going on in the health industry today and might not be doing it in 5 years. I just dont want to continue losing prospects and businesses for the agency for the next 1-2 years.***
All works well and we exchange referrals, except the health insurance agent. We send people in her direction, but aren't getting any back. We have talked about it and feel that business is being walked over because this agent is at her capacity and can barely handle the little she is writing now.
I am thinking about stepping up and doing health insurance as well and would like feedback and resources.
***I know what is going on in the health industry today and might not be doing it in 5 years. I just dont want to continue losing prospects and businesses for the agency for the next 1-2 years.***