I currently work through an IMO with a bunch of carriers and one of my clients asked me for preneed policies for her clients but my IMO doesn't have any. One manager that interviewed me for preneed today told me I'd have to cancel my contract with NGL because they do pre-need too although I'm not allowed to do preneed with them through my IMO so how would you do this? If I cancel that contract, I'd lose the clients I have written with them ( 6 this past week) and overrides on the few agents I have under me. On the other hand, the preneed might end up being more business...........
SO my q
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SO my q
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