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Hello All,
I have a 5+ year personal lines client that I've done an excellent job for over the years. I've made my personal cell phone available during times of need and I've always...always provided top notch service. Ive reviewed their policies at renewal & moved them to other carriers when necessary. I even went to college with the wife.
Now she had one of her best friends get into the insurance business & I got a BOR this morning. I reached out to the client & the husband exclaimed it wasn't anything personal...it was just they're choosing to work with this new agency to help their friend.
I respectfully accepted this. HOWEVER...They're trying to close on a refi TOMORROW and their bank needs insurance docs...which I've advised I can not be of service & they can use their new agent. ? thoughts?
I have a 5+ year personal lines client that I've done an excellent job for over the years. I've made my personal cell phone available during times of need and I've always...always provided top notch service. Ive reviewed their policies at renewal & moved them to other carriers when necessary. I even went to college with the wife.
Now she had one of her best friends get into the insurance business & I got a BOR this morning. I reached out to the client & the husband exclaimed it wasn't anything personal...it was just they're choosing to work with this new agency to help their friend.
I respectfully accepted this. HOWEVER...They're trying to close on a refi TOMORROW and their bank needs insurance docs...which I've advised I can not be of service & they can use their new agent. ? thoughts?
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