Wednesday, September 10, 2008

Adding a new blog...

I decided to add a new blog with all the info that I've put together for my area.
Also I'm going to post interesting articles and links that I come across.

As for me lots of new things...and not.

I have two 2-person groups that I should submit by the end of the week. I'm so productive!
Also I should have info on an 8 man group hopefully by Friday. I also have a 5 man I'm waiting for info on.

The first two man was the one I had issues with pre existing conditions. So I confirmed that to get around that is to sign them up with an HMO, I'm not sure if that will work with individuals but I know it does on groups. They went on vacation (what's that?) and I should have two completed applications by Thursday and then the client and I will finish the finale paperwork. I also want to BOR her children's current policy and add the spouse on to it.

The second two man/woman is a current client that I had no idea existed until I found their bill in our billing. They renew on 10/1 and they wanted to get away from the carrier we stuck them on a month before I joined our agency. So I ran the quotes with the info I had and then spoke with the client. Well come to find out there was a guy who worked mostly on Life around the time I joined the agency and he brokered this deal. So I told the client that I would handle that and to go ahead and take a look at the quotes. I let my boss know but she said the other agent was not current with us. So then I got a call from the other agent and he wanted to stay involved which I responded that he would need to talk to my boss. So my boss said she had no contact with him and to simply ask the client to stay with us. And I did. She was concerned about some info she'd been given about pre existing conditions. I cleared that up and she was ready to stay with us.

On a personal life note, two kids in college, one kid in senior year of highschool and one in fifth grade. Money is beyond tight and I'm hoping for a miracle. My boys are growing and growing but now I don't seem to have five minutes to myself when I get home. I can't wait for them to grow up.

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