While I shouldn't be surprised this one really has screwed the pooch.
So I get a call from a client stating that they were concerned about not having their payment drafted from their account for Dec nor have they received the new policy information for 2016 from the same carrier.
So I call the carrier first thing this am to see what might be going on. In what turned into a rather heated discussion I found out that the client received a refund check for all premiums paid from March - Nov. The reason?!? The carrier received an 834 file stating that the client voluntarily terminated cover
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So I get a call from a client stating that they were concerned about not having their payment drafted from their account for Dec nor have they received the new policy information for 2016 from the same carrier.
So I call the carrier first thing this am to see what might be going on. In what turned into a rather heated discussion I found out that the client received a refund check for all premiums paid from March - Nov. The reason?!? The carrier received an 834 file stating that the client voluntarily terminated cover
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