lost a client to an in house Devoted agent

[keith365]

Somehow one of my clients ended up on the phone with a Devoted agent. She asked the agent to send her information. Instead, he signed her up and sent a card. Has anyone successfully reversed this? She changed during oep, so I don't have an election period to use, but I'd like to call devoted with her and maybe file a complaint. Any suggestions are appreciated! Thanks.

 

[Tscholar]

Yes, if you're sure it was completed through Devoted's telesales, you should call them to fix them because you are supposed to remain the AOR.

 

[Fisher]

Yes, if you're sure it was completed through Devoted's telesales, you should call them to fix them because you are supposed to remain the AOR.

Not if she wasn't already on a Devoted plan with Keith as the writing agent.

Keith, was she already on a Devoted plan that you wrote?

 

[Tscholar]

Not if she wasn't already on a Devoted plan with Keith as the writing agent.

I was thinking she was already on a Devoted plan through him, but if she wasn't, that changes things. There is nothing he can do about that.

 

[vic120]

I wrote one in oct 11/01 effective date, they switched him in house to another plan

He was unawar he spoek to someone but did not think he made a change
I got signed letter did not matter

I explained should not be able to switch him with 12/01 effective
did not matter

I did a 01/01 new plan, and got the client
but lost the new to Medicare pay

I do not write them anymore

 

[keith365]

This client was not a Devoted customer to begin with. I wonder if I could call customer service with my client and explain the situation, and try to get her off of Devoted. Maybe form a complaint against the agent that signed her up.

 

[Tscholar]

So, you're saying the Devoted agent enrolled your client without her authorization. If so, you need to get on the phone with your client and Medicare. They will file a grievance on the rep and enroll her back into her original plan before the change, as long as the plan is still available.

 

[keith365]

Ok, and does she become my client again?

 

[straightnochaser]

while this is obviously a shitty situation why is your client calling an insurer with questions and not you?

 

[vic120]

while this is obviously a shitty situation why is your client calling an insurer with questions and not you?

Why do you asssme this

I found out Devoted Calls clients to confirm they want to enroll in the plan
and go over things

thats how all this happened,

I never had this issue with carriers I write tons more buis wilt such as UHC Humana Aetna BC various ones