Good luck with that!!
Hi my insurance friends ! Need any advice you can give . A client of ours for over 6 years sent me the following How would you reply thank you in advance for your advice .Its a spread sheet of his premium since 2013 for his home , auto and boat .
First discussion should be about them taking up a hobby.....
Brian Kadorian One good thing about being in CA is this is easy, send the chart back marked thusly: Sand fire, Thomas Fire, Mendocino fire, Woolsey fire Camp fire.
Hi first time posting . Just received a call from a competitor that is taking a client from us. Competitors request " Can you cancel Mr. So and so policies effective today ?" My response "I can after I receive so and so signed cancellation letter with the effective date to cancel " competitors response " Oh he just left , can you call him to get the sign cx letter for me" ??? would love to get your response
McDonald “Sure, I’ll call them. While I do that, go ahead and send that new dec. I need proof of new coverage to cancel.” I never cancel without signed request and a new dec from the competitor. Saved a lot of policies this way. People typically don’t understan
Darla Sloan I sure will. You just wait right there by your fax machine for it to come through.
Next…. My favorite four letter word