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What hours do you run your business and make yourself available to clients? Where do you draw the line at demands?
I'm mostly a field agent and tell clients they can reach me between 8:30am - 5:00 pm, Monday to Friday. If they let me know ahead of time, I can schedule something in the evening or a Saturday morning. No Sundays.
However, I have a few (like everyone else) that are needy, demanding or just a p.i.t.a. They call in the evenings, early a.m. and weekends. If they can't reach me by phone, they will text and/or email.
One lady (neighbor) called on Sunday and left a message about the Donut Hole and demanded a call back. I stood my ground and didn't call her back until yesterday morning. Reminded her that I've sent her information several times about the SPAP, which she and her husband may qualify for. I went by her place, dropped off the information again and listened to her rant about Part D. She's very secretive about their finances and thinks everyone is out to "get" them.
Another new client is a fellow agent. He knows enough about Medicare to be dangerous, but not enough to sell it. I recently enrolled him in N (no excess charges in PA) and Envision Rx (not on any drugs). He hemmed and hawed between this and G for a while. A few days later he called and left two frantic messages early in the a.m. When I called him back at 8:30 a.m. and asked what the emergency was, he said his buddy's, "Medicare Girl" told him to get on G and a different PDP. He was freaking out about if he needs a "medium" PDP in case he "gets cancer" someday. I again told him he can change plans during AEP, and if that's a concern (he also has a cancer plan he wrote himself) he can research possible drugs for hypothetical cancers and I'll look up the tiers and he can switch plans. He's an older single father and said he heard there's special plans for those on Medicare with minor children and wanted me to research this. I said there's no such thing, I don't have time to research this and now he's not speaking to me.
I'm mostly a field agent and tell clients they can reach me between 8:30am - 5:00 pm, Monday to Friday. If they let me know ahead of time, I can schedule something in the evening or a Saturday morning. No Sundays.
However, I have a few (like everyone else) that are needy, demanding or just a p.i.t.a. They call in the evenings, early a.m. and weekends. If they can't reach me by phone, they will text and/or email.
One lady (neighbor) called on Sunday and left a message about the Donut Hole and demanded a call back. I stood my ground and didn't call her back until yesterday morning. Reminded her that I've sent her information several times about the SPAP, which she and her husband may qualify for. I went by her place, dropped off the information again and listened to her rant about Part D. She's very secretive about their finances and thinks everyone is out to "get" them.
Another new client is a fellow agent. He knows enough about Medicare to be dangerous, but not enough to sell it. I recently enrolled him in N (no excess charges in PA) and Envision Rx (not on any drugs). He hemmed and hawed between this and G for a while. A few days later he called and left two frantic messages early in the a.m. When I called him back at 8:30 a.m. and asked what the emergency was, he said his buddy's, "Medicare Girl" told him to get on G and a different PDP. He was freaking out about if he needs a "medium" PDP in case he "gets cancer" someday. I again told him he can change plans during AEP, and if that's a concern (he also has a cancer plan he wrote himself) he can research possible drugs for hypothetical cancers and I'll look up the tiers and he can switch plans. He's an older single father and said he heard there's special plans for those on Medicare with minor children and wanted me to research this. I said there's no such thing, I don't have time to research this and now he's not speaking to me.