pdbrian
New Member
- 12
I just got a sales allegation regarding a client stating that they did not agree to move to the plan I was selling (Humana). This person was a client I had written earlier this year and when I called her, discovered she had been switched a couple months after I wrote her. I compared both plans and she agreed to go back to the original plan for 2023.
I enrolled her in Sunfire and thought we were good to go, however yesterday I received an email regarding a sales allegation being made against me. I’ve been in the business for over 25 years and this the first time I’ve had any kind of complaint lodged against me.
What really complicates the issue is that I used Vocaroo software to record the call and when I play it, it is just noise.
What can I expect from this? I’ve explained the situation and conversation from memory, but it’s difficult to prove without the recording. Any thoughts?
I enrolled her in Sunfire and thought we were good to go, however yesterday I received an email regarding a sales allegation being made against me. I’ve been in the business for over 25 years and this the first time I’ve had any kind of complaint lodged against me.
What really complicates the issue is that I used Vocaroo software to record the call and when I play it, it is just noise.
What can I expect from this? I’ve explained the situation and conversation from memory, but it’s difficult to prove without the recording. Any thoughts?