Since im starting with my agency and its tuff getting appoin

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PostPosted: Tue Aug 18, 2009 6:41 am   Post subject: Since im starting with my agency and its tuff getting appoin  

Ive been trying to get appointments for over two weeks and i have no luck

Since im starting with my agency and its tuff getting appointments. is it a bad idea to get appointed through wholesalers Confused

i curious to know if i can get introuble if i call clients from my previous employer that i maintain a good relationship with, to come do business with me?
roper805
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Joined: 18 Aug 2009
Posts: 13

Location: OXnard, CA
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PostPosted: Wed Aug 26, 2009 8:49 am   Post subject:   

Do you maintain a personal database of clients belonging to your previous employer?

If that might lead to a breach of contract with your previous employer, then you could be in real trouble. Under such circumstances it won't help even if you have a good relationship with the clients. Why don't you look for some affiliate partners?

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anonymous00
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PostPosted: Wed Aug 26, 2009 3:58 pm   Post subject:   

Roper805:

What type of agency are you starting?
What type of contracts are you trying to get (Life, Health, P&C, Etc...)?

As far as contacting your clients CA has very clear and specific rules regarding this.

The first thing is you can not ask your clients to come and work with you (at least until your non-compete is over). What you CAN do is tell all of the clients that you have worked with that you have left your previous firm and that you now work with whomever and you can give your contact info. If you stay within these guidelines you will be fine.
Marpol
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Marpol
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Posts: 80

Location: California
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