Medicare bro
Super Genius
- 131
I have been an agent for 12 years, but started my own agency about a year ago. Back in my wild west days I could less about the right time to switch someone who has an advantage plan. The scenario is this. I have a couple of leads that I can easily switch them from one company to another before AEP due to the disaster SEP. Would it be best to just wait until AEP, as far as retainment of client and commission? Or is it best to do it now and establish the relationship? I want to build this the right way. Thanks