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My friend is consulting for a company with a 25 person health insurance group plan. I have been recommended by my friend to look at their plan to help save them money.
If they keep their present plan, I would need to get an agent of record letter, as I represent the carrier they have now.
I think I should present me and my FMO's capabilities, and ask for the letter before proceeding further.
Your thoughts?
If they keep their present plan, I would need to get an agent of record letter, as I represent the carrier they have now.
I think I should present me and my FMO's capabilities, and ask for the letter before proceeding further.
Your thoughts?