Choosing a Good Upline

wehotex

Guru
1000 Post Club
2,543
Houston, Tex
I've been through my fair share of uplines and am convinced that I'll never find the "perfect" one, but I think that my latest one is a good choice. What do you look for in one if you're not new to the business and know what you're doing?
My current one receives leads from different carriers and shares them with me. The owners run leads themselves, although I was told at the beginning that they don't. They have an office manager who is ALWAYS in the office, which I like. They also pay for my E & O, a first for me. The only bad thing lately is that we missed out on a major co-op marketing opportunity recently that I really wanted. I think that we missed out because they don't "kiss ass" as much as some of the other ones. Maybe some of this is because they're so busy running their appointments in the field?

The previous upline had ppl in charge who had never sold and seemed to be at meetings all the time. They gave me only 2 leads during the whole AEP. They didn't believe in Direct Mail campaigns. Communication about issues that I gave them was poor. They paid for business cards and a doc's office lunch that I suggested. The office "manager" took two months off of maternity leave to bond with her newborn. Ahh.

The one before that had a lot of staff who always eagle eyed me when I walked in and limited the supplies that I could take. My assigned broker "manager" once cut my meeting short with him because he had to go run a lead for himself. I didn't like that at all and remembered it. I just think that broker "manager's" time for the agents should be undivided, not trying to line his own pocket.

The worst one was the one who didn't pay me commission and had the gossiping queen in charge who talked about me behind my back. But, he was/is a professional ass kisser/charmer/recruiter par excellence. He is very successful right now because he is good at wooing top producers to his team.

What makes a good Upline?
 
I've been through my fair share of uplines and am convinced that I'll never find the "perfect" one, but I think that my latest one is a good choice. What do you look for in one if you're not new to the business and know what you're doing?
My current one receives leads from different carriers and shares them with me. The owners run leads themselves, although I was told at the beginning that they don't. They have an office manager who is ALWAYS in the office, which I like. They also pay for my E & O, a first for me. The only bad thing lately is that we missed out on a major co-op marketing opportunity recently that I really wanted. I think that we missed out because they don't "kiss ass" as much as some of the other ones. Maybe some of this is because they're so busy running their appointments in the field?

The previous upline had ppl in charge who had never sold and seemed to be at meetings all the time. They gave me only 2 leads during the whole AEP. They didn't believe in Direct Mail campaigns. Communication about issues that I gave them was poor. They paid for business cards and a doc's office lunch that I suggested. The office "manager" took two months off of maternity leave to bond with her newborn. Ahh.

The one before that had a lot of staff who always eagle eyed me when I walked in and limited the supplies that I could take. My assigned broker "manager" once cut my meeting short with him because he had to go run a lead for himself. I didn't like that at all and remembered it. I just think that broker "manager's" time for the agents should be undivided, not trying to line his own pocket.

The worst one was the one who didn't pay me commission and had the gossiping queen in charge who talked about me behind my back. But, he was/is a professional ass kisser/charmer/recruiter par excellence. He is very successful right now because he is good at wooing top producers to his team.

What makes a good Upline?

Go direct.....................
 
Go direct.....................

I did that before and kept most of contracts "direct." I have found that some of them actually offer something "extra." In a fairer world, I'd keep all of those override$. Hee Hee. Even if I get just a little bit more, I'm OK. But, it gets to me when I work hard, produce and they are lolly-gagging around with their bloated salaries that my override helps to pay for.
 
Ditto! SMS does a great job, but what you describe is an employer/management firm, not an upline.

Go direct, stop depending on those above you for anything other than help when you need it, great contracts, a "thank you" on occasion, and start building a business for yourself.
 
Oxford needs to learn to get their marketers to follow the above. I'm sick of getting calls weekly from Drew Batton asking why my production isn't higher.
 
Oxford needs to learn to get their marketers to follow the above. I'm sick of getting calls weekly from Drew Batton asking why my production isn't higher.

I think Drew's a pretty nice guy. But if he was calling me too often just to ask me to sell more I would just start calling him early in the morning and telling him that I'm still just a moron and low performer and won't need a call to rub it in this week.

After a couple of those they usually get the hint.
 
Oxford needs to learn to get their marketers to follow the above. I'm sick of getting calls weekly from Drew Batton asking why my production isn't higher.

That guy is sooooooooooooo funny, called me monthly, then they termed my upline, didnt tell them which in turn meant I was termed, nice hugh? and to add insult to injury I had just written a $1000 case with them, ouch. So I lost the commission and they lost an insured. It happens. He is more of an annuity guy I think.
 
That guy is sooooooooooooo funny, called me monthly, then they termed my upline, didnt tell them which in turn meant I was termed, nice hugh? and to add insult to injury I had just written a $1000 case with them, ouch. So I lost the commission and they lost an insured. It happens. He is more of an annuity guy I think.

Who was the upline?

Oxford does make the up lines commit to production levels that they do enforce.
 
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