Almost everytime I go to change a clients plan, I have to do a 3-way call now. This is for active clients with my npn attached. Not sure why this is happening so frequently, and wanted to know if anyone else has had this experience?
Again, I don't mean for new client with different agent; this is for my current clients that want to change plans. Sherpa says that you can send them a link and they can enroll, but that didn't work.
Again, I don't mean for new client with different agent; this is for my current clients that want to change plans. Sherpa says that you can send them a link and they can enroll, but that didn't work.