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Yea lmao try telling that to a carrier like 5 star lol, cant even login to check "your" clients and no notice from them about anything on "your" clients, sorry but this post to me is funny. If they were truly "your" clients you would be allowed to view rx and mib info. Sorry its a jedi mind bender we have been fed, they aint our clients, we are cogs in the wheel, and im ok with that now i have accepted it. But i understand what you are saying at the same time.
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How many different forms of insurance do you produce? Are you fulltime in fe? How many policies dobyou place each year in fe? Why would i want to waste time looking at a small $35k simple issue policy? Doesnt make sense. Thats busy work and ive got better things to do like sell more apps.
Good point and makes my point on why to copy all the information before a company cuts you off. My few 5Star clients call me. Because I have all but purged 5 star's phone number out. They are my clients. 5Star is just a tool to accomplish what we need to accomplish.
Also a reason to download most basic service forms.