Because the insurance industry is tightly regulated, my company has a rule that when a broker visits a client overseas, the broker must be accompanied by local staff.
A colleague from India wrote to us about 2 weeks ago asking to visit our clients in Singapore. I don’t know why he likes to come here when I’ve told him more than once that our clients do not purchase credit insurance in India.
My boss also told him that these 2 weeks leading up to CNY is very busy for us so it would be better if he comes after that.
Said colleague replied that he’s actually visiting Singapore for other business and visiting our bank clients is just a secondary purpose of his trip.
As it transpires, this Indian colleague has NO other meetings planned. A colleague who is helping to coordinate the 2 client meetings we had to set up for him as well as some underwriter meetings thus asked us if we intend to lunch with him.
I said no. My point is, we’ve already said that this is not a good week for him to come. Since he insists on imposing on us, I don’t see why I need to inconvenience myself to entertain him during lunch. Even if I don’t have any lunch appointments, lunch time = break time and I’m particular about who I spend my lunch with.
I also hope, for his sake, that he doesn’t try to lecture or “teach” my team members how to broker deals. The last time he did that, I told him off over the phone and I cannot guarantee how much more blunt I may be in person.
I remember when I used to do life underwriting a long time ago, a senior underwriter said that some life insurance agents are like piles. You can treat them but they never go away.
Sums up how I feel now.