Loss of a client

[somarco]

"Betty, that should take care of everything on Wayne's policy. Now, I want you to know I'm happy to help you with any other policies you have, please just let me know ok? He was an awesome guy and I know insurance can be confusing, so I'm here for you."

What if Betty wasn't married to a guy . . .?

 

[VolAgent]

What if Betty wasn't married to a guy . . .?

I thought you were an awesome agent? Surely you know the gender of your clients, right?

 

[Hopes]

Thanks so much for the guidance. I am sending a card. With more thought, I may follow up with a call at some point. Perhaps, not.

I had a meeting today with someone at UHC and asked about how long after death before the notice goes out to the agent and was told about a month or so.

 

[somarco]

I thought you were an awesome agent? Surely you know the gender of your clients, right?

You haven't been paying attention to some of my recent posts. I have a woman who sounds like a man, and a man who sounds like a woman.

Keep in mind I do everything by phone.

how long after death before the notice goes out to the agent and was told about a month or so.

So your client is already cold.

Card would be nice.

A bit late for flowers.

Check the obit. If family asked for donations to a charity you could do that if you want.

I always send a card. Have probably made less than half a dozen charity contributions in memory of the client.

 

[billyb]

I got the same e-mail from UHC yesterday about one of my clients. Sent his widow a sympathy card telling her if she needs assistance in any way to contact me.

 

[DS4]

It's hit and miss getting an email from UHC after the death of an insured. When the spouse, or, family report a death, I, the agent, am usually left out in the cold.
None of my carriers notify me upon the death of an insured!
I'm probably a little more pro active than most agents.
I have Part D's on almost all of my med sup clients.
I get into my Part D "reports" and browse the "inactives", or, look for reversals on my comm statement. A simple Google search will usual turn up the death notice.
I can then update my database.

 

[Chazm]

I had a med supp client pass away in July on a UHC med supp with me. No email or anything. I’ve never seen one from them.
The wife did call me though

 

[DS4]

I had a med supp client pass away in July on a UHC med supp with me.

Did your client die after the 6 yr comm run out?

 

[Chazm]

Did your client die after the 6 yr comm run out?

Hmm. Good question. I’m pretty sure I signed him up for UHC PPO back in 2010 and then switched him to med supp around 4 years later. I’ll look it up

Edit : switched him to med supp 1/1/16

 

[LostDollar]

Did your client die after the 6 yr comm run out?

Are the lifetime commissions just for new business?