nocamo33
Expert
- 36
Hello,
I will cut to the chase. I am independent and work with an Insurance Company that provides me leads. I pay for the leads (and they ain't cheap). The contract states if I replace a policy they will term my contract, which would leave me with a balance. I have a customer that I determined would be better served with a different policy/carrier. I've replaced before and got a NastyGram.
How does the contra firm know there was a replacement and that I was the one affecting the change? Is there a way for the contra firm to NOT be notified that I am the agent?
I will cut to the chase. I am independent and work with an Insurance Company that provides me leads. I pay for the leads (and they ain't cheap). The contract states if I replace a policy they will term my contract, which would leave me with a balance. I have a customer that I determined would be better served with a different policy/carrier. I've replaced before and got a NastyGram.
How does the contra firm know there was a replacement and that I was the one affecting the change? Is there a way for the contra firm to NOT be notified that I am the agent?