Prospects who want all the information but want to enroll themselves

[selfgen]

Ive had this happen several times before and today was the most recent. Had a lead , went over Medicare with her, literally everything I talked about she wanted me to write down all the names of the companies I narrowed down for her, all the plan names and numbers, drug plan company and plan names, dates when she must enroll by, dental plan names, basically everything. She was inquisitive about everything. There was no enrollment because she had to talk to her employer about something before she enrolls.

I guarantee Im not gonna hear from her again, because the last people I did this with never contacted me again either. These people all knew that I would not be charging them anything, nor would they pay more for my services.

Is this just part of the business? Should I not hand over everything to someone like this? How do I do this correctly to prevent this from happening anymore?

You have to sell yourself! You have to show them the value of having an agent. I’m assuming you’re a local agent to them and not just a voice on a phone line. If you’re a local agent that they can rely on then you have to sell that angle. In some ways, it’s as important as the insurance they take with you. The value I provide to my clients cannot be overlooked. It’s a big part of the sales/enrollment process.

 

[bill3173]

It doesn't matter what you do or how informative you are, it will happen to everyone sooner or later. It is unfortunate that it happened to you twice in a short period, but you still have to shrug it off. As @DonP said, it is usually with a referral.

I had one (married couple), that took up an hour on two separate occasions, and requested that I write a paragraph explaining the differences, in the two plans that were suggested.

I didn't hear back from him, but a week later the guy that referred him called, and he was really angry. He told me that the referral had gone directly to the carrier, with the info. that I gave him and they enrolled him. He said that he did it to "spite" him for interfering, and insisting that he contact me. Idk, it seems like this sort of thing can happen, in any situation.

 

[fed up]

Had a couple do that to me but asked me to come back (before they let me know that they had enrolled) to cover just a few more questions. When they let the cat out of the bag I stood up and told them there was no need for me to be there or answer their questions

 

[wehotex]

Ive had this happen several times before and today was the most recent. Had a lead , went over Medicare with her, literally everything I talked about she wanted me to write down all the names of the companies I narrowed down for her, all the plan names and numbers, drug plan company and plan names, dates when she must enroll by, dental plan names, basically everything. She was inquisitive about everything. There was no enrollment because she had to talk to her employer about something before she enrolls.

I guarantee Im not gonna hear from her again, because the last people I did this with never contacted me again either. These people all knew that I would not be charging them anything, nor would they pay more for my services.

Is this just part of the business? Should I not hand over everything to someone like this? How do I do this correctly to prevent this from happening anymore?

I just had a “mind fk” like this one with a T65 on the phone who was referred to me by a current member. She did not want to meet in office or in person when I offered.
She gave me her current PCP and drug list. I collected her email with verified rx, PCP and an MA suggestion. I was overconfident that it came from a member. Yesterday, she texted that she would call me later when I phoned and texted her.
She just now texted that she does not want to “commit now”.
I had nothing to lose so I texted her that I would be available when she is ready, asked if there was anything that I could answer for her? and suggested Medicare & You as a helpful resource.
I forgot to use the spiel from an agent friend by insisting that “I am your agent” and getting an affirmative reply that the prospect will work with me since I’m doing the research and providing the information.
In a fiercely competitive market, there is no other way. I have lost biz simply because some agent in the family came out of the woodwork who would be the one who snatched the sale.
All that I can do now is write a thank you note to the member who referred. Easy come, easy Go.