Admittedly, I have not paid much attention to the back and forth in this thread and still finding a bit confusing.
Did the OP ever say who the prior/original carrier was? It seemed to be Devoted but then it whipsawed back to not being Devoted.
As you (sman) indicated, you get client calls about a new, better offer, from time to time but they (client) rarely falls for the pitch. Same here.
The way I view it is, if they really want to leave, or if they are that gullible to fall for an unsolicited marketing call, perhaps it is time for them to move on.
I don't chase prospects or clients that choose to go somewhere else. Doing so makes it appear that I am desperate . . . and I am never so hard up that I have to waste time trying to get them back.
CLIENTS almost never leave, but policyholders are a different story.
Some carriers go to great lengths to poach business and I avoid them like the plague. Once they flip a policyholder they will never let go.
I don't need that kind of drama in my life.
I have no idea what the prior coverage was for the client. I was just pointing out a way where the agent could remain AOR if they catch it before the change takes place. After the change takes place during OEP, it's a challenge. I had it happen before and just left it alone. The juice wasn't worth the squeeze.
I know when I recommend a plan for someone it's the right plan for them. If they fall for one of these lies, they can suffer the consequences of their actions. If they want my help the next AEP, they can contact me. I'm not chasing them. It rarely happens, but it has in the past. They almost always come crawling back when they realize they are paying more than they would have under the plan I recommended.