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Why do you asssme this
I found out Devoted Calls clients to confirm they want to enroll in the plan
and go over things
I just don't think a carrier is cold-calling to sell MAPD and OP already said client wasn't with devoted.
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Why do you asssme this
I found out Devoted Calls clients to confirm they want to enroll in the plan
and go over things
Clients who switch always feel bad. Not saying your client is wrong but when digging further I usually find the client willingly signed up and the other agent wasn't at fault. That said your case could be different.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.
A call center called my client saying that they were Medicare calling about the extra benefits that she qualifies for now.
This client was not a Devoted customer
Then why do you think "Devoted" will talk with you, even with your FORMER policyholder on the line in a 3 way?
If you get Medicare involved, and they agree the policyholder was tricked, Medicare MAY disenroll them from "Devoted" and place them with the plan they had before.
If so, that person will be a house account and no commission for you.
Seems like you need to let go of this bone and move on.
JMHO
remain on their current plan
If you catch it before the new plan goes into effect, you simply have the member call the "new" carrier and tell them they want to withdraw/cancel the enrollment and they remain on their current plan as if nothing happened.