OK, I am confused.
If referrals are sent to HS but you and the client are the only ones getting the email, what is the purpose (of the referral)?
Let me be a little more clear. You (agent) get a responder from HSherpa with that info. It worried me at first, but what the client received was different. The client's email (was forwarded to me) only listed the agent info and agent contact. None of the referral verbiage was on the email that went to the client. I don't think they have that part corrected. Client email has a few policy details and other info. I think the agent should be cc'ed in the email the client gets.
They are an insurance agency. George Kalogeropoulos is licensed with Aetna, UHC, and Coventry here in NC. That is a worry with me also and why I am testing this very slowly. If they can ease my concerns regarding them having access to my client info, I would be happy to use them.
Link to NC DOI licenses:
https://sbs-nc.naic.org/Lion-Web/js...censeNo=17169718&homeState=NC&fullName=GEORGE KALOGEROPOULOS &NPN=17169718&agentId=742415
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