How to Handle the Death of a Client | ASG by RitterIM

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We’ll cover what to do and say and helpful practices during these unfortunate times.

Changes regarding your book of business, such as terminations or the stopping of commission payments, are red flags that something has happened. If you notice these changes and the reason has not already been disclosed, call into the carrier’s agent services line and inquire about the status change. Typically, carriers are notified of a beneficiary’s passing from the Centers for Medicare & Medicaid Services (CMS) or Social Security. Each carrier may have different guidelines for reporting deaths to agents, but most often, the carrier does not notify agents of their clients’ death.


This is a companion discussion topic for the original entry at https://agentsurvivalguide.com/how-to-handle-the-death-of-a-client
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