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This thread just screams why to have a CRM and keep notes.
If the guy had cancelled and was unable to get his old policy back or a new one, that was all on the agent. Fortunately an email from the company saying approved is a great "get out of jail free" card.
If the guy had cancelled and was unable to get his old policy back or a new one, that was all on the agent. Fortunately an email from the company saying approved is a great "get out of jail free" card.