Ifft & Palmer Associates

August 29, Revdex.com*** *** *** *** ** ***
RE: Complaint ID ***
The complaint you received is completely
inaccurate and was made by an ex disgruntled employeeThese are the sequence of events:• She claims to have originally asked our office to cancel the policy on August This is untrue.• The first we learned of this situation was on August when she called the insurance carrier, Auto Owners, and told them that we refused to cancel her policyAuto Owners called us with this information at which time we informed them that she never contacted our office.• The first contact we had with her about cancelling the policy was an email we received on August Attached to this email was a Cancellation Request with signature dates of August The Cancellation Request was actually completed and printed in our office by her on the last day of her employment, August and could have been sent by her directly to the insurance company.• Once we received the email on August 24, the Cancellation Request was immediately sent to Auto Owners who processed it on August A refund check was issued by Auto Owners on August and sent directly to the insuredWe are enclosing items that will document our account of this situationIf you need additional information, please don't hesitate to contact meSincerely,
Edward C*** **., CLU, ChFCPresident

August 29, 2016Revdex.com[redacted]RE: Complaint ID [redacted]The complaint you received is completely inaccurate and was made by an ex disgruntled employee. These are the sequence of events:• She claims to have originally asked our office to cancel the...

policy on August 15. This is untrue.• The first we learned of this situation was on August 23 when she called the insurance carrier, Auto Owners, and told them that we refused to cancel her policy. Auto Owners called us with this information at which time we informed them that she never contacted our office.• The first contact we had with her about cancelling the policy was an email we received on August 24. Attached to this email was a Cancellation Request with signature dates of August 22. The Cancellation Request was actually completed and printed in our office by her on the last day of her employment, August 2 and could have been sent by her directly to the insurance company.• Once we received the email on August 24, the Cancellation Request was immediately sent to Auto Owners who processed it on August 25. A refund check was issued by Auto Owners on August 26 and sent directly to the insured.We are enclosing items that will document our account of this situation. If you need additional information, please don't hesitate to contact me.Sincerely,Edward C. [redacted]., CLU, ChFCPresident

Review: I sent a signed cancellation form to this agency and I have not had my policy cancelled or received a refund. The agency is dysfunctional at best.Desired Settlement: I want my deposit for the policy refunded since cancellation is the effective date.

Business

Response:

August 29, 2016Revdex.com[redacted]RE: Complaint ID [redacted]The complaint you received is completely inaccurate and was made by an ex disgruntled employee. These are the sequence of events:• She claims to have originally asked our office to cancel the policy on August 15. This is untrue.• The first we learned of this situation was on August 23 when she called the insurance carrier, Auto Owners, and told them that we refused to cancel her policy. Auto Owners called us with this information at which time we informed them that she never contacted our office.• The first contact we had with her about cancelling the policy was an email we received on August 24. Attached to this email was a Cancellation Request with signature dates of August 22. The Cancellation Request was actually completed and printed in our office by her on the last day of her employment, August 2 and could have been sent by her directly to the insurance company.• Once we received the email on August 24, the Cancellation Request was immediately sent to Auto Owners who processed it on August 25. A refund check was issued by Auto Owners on August 26 and sent directly to the insured.We are enclosing items that will document our account of this situation. If you need additional information, please don't hesitate to contact me.Sincerely,Edward C. [redacted]., CLU, ChFCPresident