North Hills Insurance Services Inc

Bonnie Kurnick _{on Google}

Aug 30th, 2019

1/9/2019
I help take care of my 87 and 89 year old parents. I had my insurance broker take a look at their plan and she was able to save them hundreds of dollars! They have not heard from their current agency ( North Hills Insurance Svcs. ) in over 20 years. They do not even remember who they originally bought the policy from. My agent sent North Hills Insurance Svcs. ( see attachment below ) a standard form for them to release my parents so that their new broker of choice can handle their accounts. North Hills Insurance refused to release my parents and furthermore wrote the rudest note to my broker.......SEE BELOW. I called the agency yesterday and Timothy Regan ( office manager/owner) called me back this morning. I explained the situation very nicely and told him that I couldn't believe what a nasty note he wrote back. His response to me was "that was my father who started the business 30 years ago". He said they were not going to release my parents ( seriously......do you believe this! ) and that I should just get used to the idea! I said I would then need to invoke the "Birthday Rule" and he promptly hung up on me. Two things to clarify......."older" insurance policies used to be written so that the agent's heirs would continue to collect commissions after they passed away and they did not have to release anyone......this is no longer done.The "Birthday Rule" can change all of that now.......If you find yourself in this situation......you wait until it is the insured's birthday and then you no longer need the older agent of record's approval. Quite clearly, that is what we will be doing.
My parents should have access to a professional agent whose desire is to provide quality service. The agents at
North Hills Insurance deserve to be reprimanded, at the very least. Truly a disgrace to the industry. I have already taken steps with the DOI and Anthem to report their horrific treatment.