If you believe another agent has improperly claimed your client's application:
Contact the affected client to confirm:
Did they authorize the agent change?
When did they last speak with another agent?
Note: Document all communications in JET Insure CRM.
Required documentation:
Screenshots of original application
Client consent forms
Communication history
Timeline of events
Organization
Contact Method
Required Information
CMS
FFMProducer-AssisterHelpDesk@cms.hhs.gov
Application ID, NPNs
NAIC
Online portal
State license details
State DOI
Varies by state
Complaint documentation
Fraud Investigation Team
fraud.investigations@jetinsure.com
(800) 555-JET-FRD (Mon-Fri 8am-8pm EST)
Required Submission Items:
Completed fraud report form
Notarized client affidavit
Supporting evidence package
Real-time application change alerts
Two-factor authentication required
IP address tracking
Digital fingerprinting
Verify client identity using JET SecureAuth
Obtain e-signatures for all changes
Conduct quarterly client check-ins
Review dashboard alerts daily