So I had a good client whom we serviced perfectly for 2 years. I get an email from an agent within my cluster stating "Hey we are BORing this guys account because we're long time friends, just giving you a heads up."
This is technically against the groups policy. There's no way the insured mentioned to his friend "Oh hey you're in the insurance business? Let me sign a BOR so you can handle my policies" I mean...of course the agency steered that conversation. Which is f*cked up. I meen, who does that when you're in the same group? I could understand if we screwed the client over or som
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This is technically against the groups policy. There's no way the insured mentioned to his friend "Oh hey you're in the insurance business? Let me sign a BOR so you can handle my policies" I mean...of course the agency steered that conversation. Which is f*cked up. I meen, who does that when you're in the same group? I could understand if we screwed the client over or som
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