I've never reported another agent in my 9 years in the biz but I'm thinking this may be my first attempt. What would you do in my situation?
I signed up a client at the beginning of Sept. for a Dec. 1 effective date onto a Humana HMO.
Client calls me today and said someone from Bankers Life and Casualty drove up to his house last week (before Oct. 1) and asked him about his Medicare. He said he already joined Humana and the girl from Bankers informed him that she can save him $70 on his Medicare premiums with Humana's new HMO.
First off, she talked about a 2018 plan prior to October
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I signed up a client at the beginning of Sept. for a Dec. 1 effective date onto a Humana HMO.
Client calls me today and said someone from Bankers Life and Casualty drove up to his house last week (before Oct. 1) and asked him about his Medicare. He said he already joined Humana and the girl from Bankers informed him that she can save him $70 on his Medicare premiums with Humana's new HMO.
First off, she talked about a 2018 plan prior to October
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