Watch for these indicators in your JET Insure dashboard:
Client application disappears from your active files
Status changes to "Agent of Record Modified"
Carrier reports show different agent NPN
Client stops responding to your communications
Use neutral language: "I noticed some changes to your application..."
Ask if they're working with another agent
Document all communications in JET Insure CRM
Screenshots of your original submission
Client communication records
Timeline of your work with the client
Navigate to: Dashboard > Support > Agent Disputes
Provide:
Client application ID
Your NPN
Documentation of your involvement
Initial response within 2 business days
Typical resolution in 5-7 business days
Complex cases may take up to 14 days
Application returned to you (if improper transfer)
Joint commission split (if dual involvement)
No action (if client-initiated change)
Regular Check-ins: Minimum quarterly contact
Clear Documentation: Use JET Insure's CRM for all notes
Client Education: Explain agent-of-record importance
Quick Submission: Complete apps within 72 hours of first contact
Submission timestamps
IP address logging
Activity audit trails
Two-factor authentication for changes
Contact JET Insure Ethics Committee immediately if:
You suspect fraudulent NPN use
Multiple clients affected
Evidence of systematic poaching
Ethics Hotline:
ethics@jetinsure.com | (800) 555-JET-2 (Confidential)
If the client chose another agent:
Remain professional
Request feedback
Keep door open for future business
Document the "breakup" reason in CRM
Note: JET Insure automatically notifies both agents when an Agent of Record change occurs through our system.