- 2,413
Yes, I do release upon request as long as the agent has no chargeback debt payable.
In this agent's case, there is a clear track record of me agreeing to the release via email and submitting the proper paperwork necessary for her to complete it.
Based on my observation of what happened thereafter, it appears there was confusion on a number of different issues including:
Also, the agent requested a release on Aetna FE side several months later, since that was not originally completed on her end with the MA releases. I informed her she had to have her upline sign off on the release before we sign last (this is industry standard).
- The type of release. We use the industry standard reciprocal release. Her new company did not accept hat release for whatever reason. We worked around it and offered a non-reciprocal release.
- Confusion over the different Aetna divisions (FE vs MA) and needing a release for both (both were offered early on, and the agent only competed the release for the Medicare Advantage side of Aetna).
- We originally told her she would need no requirement for a release for Aetna as she was not appointed at the time of her request. However, she was changed to a "ready to sell" status, thus necessitated the release.
Her response was that her employer wouldn't sign the reciprocal release. Since this Aetna FE release request was made several months later, it didn't dawn on me that she was referring to the same organization, otherwise I would have happily modified the agreement to release her without the reciprocal agreement. I actually just emailed her to make the offer as I reviewed the notes and noted where I overlooked that important detail.
Regarding the aged leads, to the best of my knowledge, the agent purchased aged leads that were 36+ months old. 36+ months = Anything 3 years and older. 10+ years falls into that description.
For those reading, I have recruited more than 2,500 agents since 2013 and have a spotless record of releasing agents upon request. There are zero complaints lodged anywhere on the Internet about my dealings with agents because I do what I say I'm going to do.
In this case, once the confusion cleared about about the appointment status of the agent, we rendered the release as quickly as possible. Regarding the final expense release, had it dawned on me that I missed out on the reciprocal release language needing to be removed, I would have granted that immediately and definitely take the blame for that.
I’ve gotta say that I don’t even know you, but appreciate that you go to the extent that you do. My upline’s response was to ignore my e-mails and pretty much do it all on my own with help from my new upline. By the time that they help me with anything, it will have already been the 90-day waiting period to automatically release (Aetna MA).
In my mind, their unwillingness to help only fuels my desire to move my Book from them since they had ABSOLUTELY NOTHING to do with it.