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Guest
Guest
Could the agent have made a phone call to the inlaw from the client's house asking to stop by in about an hour? Would that be allowed? Or would he have to mail a letter? Would he be allowed to drop the letter off instead of using the USPS?After the sale he asked if they knew of anybody interested in his plan, they said to go see his brother inlaw down the road.
The man went to the brother inlaws home and was invited in,
I guess she TOLD the company that the agent did not make an appointment first? I'm surprised the company even asked.She also called the advantage company and said to please have this agent that dropped by her house to call her.
I don't buy the carriers's reasoning. I also sort of doubt that the guys appointment would be terminated that fast on such flimsy evidence and for just one 'incident.' You sure you got the story straight?They asked why the agent dropped by and she told them he was going to get her on the same plan as her husband. The company called and questioned why he went to the house without an appointment, he explained and told that he was going on a med supp referral. He was told when he mentioned the advantage plan the whole call changed.
If true and it were me, I'd immediately call my lawyer and have her write a letter to the carrier threatening hell and high water for business interruption, etc. Since the appointment was terminated I would have nothing to lose!
You are SURE that CMS is really looking into this? You sure you got ALL the facts here? Or are you just relating a 'story' told to you by this agent. Do you know him/her well?They terminated his contract and it is still being investigated by CMS.
What is the name of the carrier?
If you want to PM me the name of the agent I can contact him/her as I'd be happy to write this up into an article and submit it to the WSJ or NYT or some other media (some of you know that I'm a freelance writer, publisher, and basic PITA when I hear 'crap' like this. If true, this agent's story should be told... and I have the contacts to get it on the network news... or at least get someone looking into it. It's a good story... lots of angles... and with OE next month the timing is perfect. He/she would get ink and air.... maybe lots of it if picked up by the AP (which it would if I wrote it

Al