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Business Profile

Insurance Agency

Equis Financial LLC
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BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

1

Average of 2 Customer Reviews

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Review Details

  • Christian V

    Date: 11/15/2024

    Christian V

    Date: 11/15/2024

    Started as a normal insurance agent, searching to find the right company to join and move forward in my career as an insurance agent. However, one month in I came across another company that fitted me a lot more than Equis Financial. So I started working for this other ***, and it came to contracting with one of the insurance carriers I was contracted with Equis to switch over to this new IMO, Well that's when I learned that just cause they state you are non-captive doesn't mean they hold you hostage for 6 months until you can write with the other carrier. The company takes advantage of the little guys who are just trying to move forward in life, but Equis Financial doesn't provide you with a super simple release letter that can take a couple of minutes to do and not have to go through the hurdles they made me go through. So what I suggest to all my other agents out there is don't join Equis they are bullies who won't let you leave if you want to.

    Equis Financial LLC

    Date: 11/20/2024

    We are sorry to hear about your experience with Equis Financial. You are correct that Equis is in fact non-captive, but we do abide by carrier guidelines regarding transfers. In some cases, carriers freely allow transfers or dual contracting. In others, the carrier may enforce waiting periods prior to transfer. If you have specific questions, you are always welcome to reach out for further assistance.

  • Steven B

    Date: 08/19/2022

    I had been getting automated text messages from a one said **** for over three days in a row to set up an appointment for mortgage insurance. He claimed to be an underwriter for my mortgage holder. I finally agreed to talk via phone conversation; his phone number came in identified as spam; initially he sent me a link to my email that after entering was face timing myself ;I turned it off and went through his interview of which seemed authentic as I have been interviewed for life insurance previously ; he proceeded to ask for my social security number/ drivers' license number of which I had provided. Finally he requested my banking account information; routing number and account number of which made me suspicious and I refused and hung up. He called back and said EFT was a necessity I refused. My understanding of this matter I was never provided terms and conditions nor electronically signing any agreement for a policy, I felt that this was a scam to steal my identity and wipe out my bank account, if this was a legitimate solicitation I should have been provided a policy to review with terms and conditions combined with signed agreement.

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