Thanks guys so much for sharing. Most of my businesses are from LI and annuity and I thought adding Health would be a good idea (considering the renewals and no cut from the agency).
What kind of help could I offer in canceling the old coverage? (I thought the client could just call and say 'Please cancel my policy and refund any premium')
Thanks for enjoying my books (short stories really)!
If i roll a client from one plan to the next, meaning i'm the agent on the old policy I wil get the client to fax me a signed letter stating such.. i then handle it with the ins co.... i dont feel then need to be messing with this stuff.
also, had a few in the past than never called to cancel