changing insurance advisor

dreamzgal85

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bought some insurance plans from a friend last time, and he resigned. got assigned to a new agent from IPP but that agent is super not responsive. didn't bother to review my plans since 5 yrs ago.. email her take days to reply, ask her text me to arrange for review, play mia. maybe i small fry, she don't want. anyway to change agent?
 

yattokame

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just go find another agent of the same company, the new agent will let u sign some forms and that's about it.

I also changed my agent when he made it.......after that so hard to contact him, always ask his PA to contact me and this and that......despite us being fellow NS mates.

changed agent. bought a major plan from the new agent. former agent tried to contact me now my turn to bochup haha
 

savesmart

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Hi,

Yes it is very possible to do so. You simply have to pick up a form, fill it up indicating the agent u wish to transfer the policy to for servicing, and pass it to ur new agent and it's done. May I know which insurance company are your policies under?

bought some insurance plans from a friend last time, and he resigned. got assigned to a new agent from IPP but that agent is super not responsive. didn't bother to review my plans since 5 yrs ago.. email her take days to reply, ask her text me to arrange for review, play mia. maybe i small fry, she don't want. anyway to change agent?
 

teejaywai

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bought some insurance plans from a friend last time, and he resigned. got assigned to a new agent from IPP but that agent is super not responsive. didn't bother to review my plans since 5 yrs ago.. email her take days to reply, ask her text me to arrange for review, play mia. maybe i small fry, she don't want. anyway to change agent?

i'm sure there are alot of agents willing to do a review for you without upselling you, regardless what insurers you are having
 

Aerial86

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bought some insurance plans from a friend last time, and he resigned. got assigned to a new agent from IPP but that agent is super not responsive. didn't bother to review my plans since 5 yrs ago.. email her take days to reply, ask her text me to arrange for review, play mia. maybe i small fry, she don't want. anyway to change agent?

Hi,

A PM have been sent to your inbox.
 

Aerial86

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Hi,

I can't reply your PM as it is full. Do let me know again when you've cleared some space.
 
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