I would absolutely like to see this accomplished! There's also times that if we need to transfer a client directly to the carrier, there might be information or a conversation the insured might want to ask the underwriter and doesn't exactly want someone in the background hanging out and listening to the conversation, I would think that could make people uncomfortable.
Plus, the number 1 thing we're taught in this industry is to "Cover your butt", so we need to ensure that once we warm transfer the client to a carrier/underwriter that the transfer is complete after we leave the connection. Otherwise the insured can come back on us later & say that we never transferred them to the carrier as they requested, now we can't prove that we transferred them to the carrier for whatever coverage they wanted or question they needed answered, and because of that it disrupted their business/personal life in some way, which could potentially cause the agency to have an E&O issue on their hands.
Krystal
supported this idea
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I would absolutely like to see this accomplished! There's also times that if we need to transfer a client directly to the carrier, there might be information or a conversation the insured might want to ask the underwriter and doesn't exactly want someone in the background hanging out and listening to the conversation, I would think that could make people uncomfortable.
Plus, the number 1 thing we're taught in this industry is to "Cover your butt", so we need to ensure that once we warm transfer the client to a carrier/underwriter that the transfer is complete after we leave the connection. Otherwise the insured can come back on us later & say that we never transferred them to the carrier as they requested, now we can't prove that we transferred them to the carrier for whatever coverage they wanted or question they needed answered, and because of that it disrupted their business/personal life in some way, which could potentially cause the agency to have an E&O issue on their hands.
Thank you for any help you can provide!