Tag Archives: firing a client

SAP 020:How and When to Fire a Client, and Q&A

When should you pull the plug on working with a client?

Chris Westfall’s answer is: “As soon as possible!”

Chris asks his employees, “How much STUFF do we take from people?”
(rude, obnoxious, angry, bitter) ¬†and the answer should be “None”.

If an existing client is angry about something that happened with their coverage, we endeavor to find a solution and help them through the situation as best we can. If someone just wants to be rude because that is their nature, it’s best not to take them on as a client to begin with.

Q&A:
In this podcast, Chris answers the question, “3 out of 4 of my last Medicare cases were declined. What’s going on?”

And, “What is the difference of getting contracted through an FMO vs. going direct to a carrier?”

For more detailed analysis, see the webinars at MedicareAgentTraining.com

Listen to the Podcast:

Play