EPISODE · Dec 19, 2022 · 8 MIN
What To Do When A Client Wants To Terminate A Public Adjuster I.E. You - Public Adjuster Basics
from The Vince Perri Podcast · host The Vince Perri Podcast
Have you ever had this happen to you? That a client wants to terminate your contract and find another public adjuster or give up on the claim altogether? Don’t worry, it happens to the best of us, especially in the early days of our careers. But the trick is to do everything possible to prevent your client from leaving. Here’s something to have in mind for your next claim. 👉 Include your client in the communication between you and the insurance company. 👉 Your client has every right to cancel the contract during the rescission period. Terminating a contract after rescission becomes tricky. 👉 Clients are your referrals, so you want to enter and exit the claim with their best interests in your heart. If they want to terminate your contract because your efforts were ineffective, let them and give them a release. However, clients often think you haven’t been doing anything, even if you did everything you could to help their case. If that's the case, show them. Show them the emails and the effort you put in to make their claim successful. There it is, guys. Keep the policyholder in your hearts, and you will get far as a public adjuster! Published on #YouTube on Oct 5, 2022
What this episode covers
Have you ever had this happen to you? That a client wants to terminate your contract and find another public adjuster or give up on the claim altogether? Don’t worry, it happens to the best of us, especially in the early days of our careers. But the trick is to do everything possible to prevent your client from leaving. Here’s something to have in mind for your next claim. 👉 Include your client in the communication between you and the insurance company. 👉 Your client has every right to cancel the contract during the rescission period. Terminating a contract after rescission becomes tricky. 👉 Clients are your referrals, so you want to enter and exit the claim with their best interests in your heart. If they want to terminate your contract because your efforts were ineffective, let them and give them a release. However, clients often think you haven’t been doing anything, even if you did everything you could to help their case. If that's the case, show them. Show them the emails and the effort you put in to make their claim successful. There it is, guys. Keep the policyholder in your hearts, and you will get far as a public adjuster! Published on #YouTube on Oct 5, 2022
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What To Do When A Client Wants To Terminate A Public Adjuster I.E. You - Public Adjuster Basics
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