Overspending by $4,600 per month, but “we are managing the account very well”. This is from an email a carrier rep sent to our new client.
Over the years we have always had to “compete” with carrier reps. It is actually one of the best situations to go into.
We have found that a few things are to be expected each time we have to “compete” with them.
They will respond to order requests but all other account management falls on the client.
Rate plans are rarely updated, never proactively managed.
They always attack us: we don’t know what we are doing, we are an extra layer, we don’t have access to “special pricing” etc.
They always question the reasoning behind dealing with someone other than the carrier directly.
Managing the account well would have meant we only found a savings of $400 a month on an account this size. In the same email he said “I have been meaning to make changes and I think I can save you about $2,500 per month”. The rep had been told we had found $4,600 per month in savings and he still missed the mark by $2,100 per month, a 45% difference.
There is much more to the forwarded email, sticking to the standard attack points but sharing the statement of “we are managing the account very well” when they mismanaged the account by $55,200 a year was too good not to pass along.