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Original thread:
Post 3 made on Saturday October 28, 2023 at 09:35
buzz
Super Member
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May 2003
4,383
We went through that. We developed a (decades long) personal relationship with the agent, who inherited the company from his father, even installed a system in his home, a follow-up home, and for some associations that he works with. Ultimately it was time for him to retire and he sold the company to a holding company that was mostly bank. Now we are just an account and too small to get any real attention.

Some of your small business customers may have a suggestion.


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