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Business Profile

Insurance Consultant

Brian Patten & Associates LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Insurance Consultant.

Complaints

Customer Complaints Summary

  • 2 total complaints in the last 3 years.
  • 1 complaint closed in the last 12 months.

If you've experienced an issue

Submit a Complaint

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

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Complaint status

Complaint type

  • Initial Complaint

    Date:05/29/2025

    Type:Customer Service Issues
    Status:
    Answered
    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.
    Would like a call back by ****** ***** or broker for enrollment of benefits questions

    Business Response

    Date: 06/06/2025

    Hello,

    ****** ***** emailed ****** on May 29, 2025, at 12:09 PM. ****** responded at 12:59 PM and followed up again at 1:30 PM. Later that day, at 2:03 PM, he spoke with one of our benefit coaches regarding an employee status change and expressed a desire to maintain his benefits through the end of the year.

    As a courtesy, we followed up with ****** today, June 6, 2025, to see if he needed any further assistance. He confirmed that everything is all set.

  • Initial Complaint

    Date:01/23/2024

    Type:Order Issues
    Status:
    Answered
    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.
    I have an Aflac Accident Advantage plan with this company, Brian Patten and Associates. I first contacted them in the fall of 2023 in regard to cancelling my plan due to divorce. I was told that I would need a copy of my divorce decree in order to cancel my plan.
    On 1/2/24, I sent my cancellation form via email to **************************************.
    On 1/9/24, an employee from Brian Patten, Shane U*****, contacted me via email saying "Unfortunately, we are only able to cancel this plan during open enrollment. The Aflac Accident Plan is taken out of your pay on a pre-tax basis. The IRS regulates pre-tax plans and they state that if it’s not Open Enrollment, you must have a qualifying event to cancel a pre-tax plan. Can you confirm if any of the events listed below have happened within the past 30 days? If not, then you will need to wait until Open Enrollment to cancel this plan."
    I wrote Shane back and said that yes, I had gotten divorced and could send a copy of my final divorce decree. He emailed back and said that if I am able to send documentation over then they will get the cancellation processed through Aflac. So, I sent my divorce decree copy via email. I had not received any confirmation that this was received or that the plan was cancelled.
    I contacted this same person, Shane U*****, via email AGAIN on 1/17/24 asking if my plan is yet cancelled and if it will still be taken out of my bi-weekly paycheck. No reply. No phone number listed with Shane U*****'s email address to contact. On 1/22/24 I AGAIN contacted this email address asking for confirmation that they received my divorce decree copy and were in the process of cancelling my plan. NO RESPONSE. I have no other way to get a hold of this company. This plan takes $20.46 out of my bi-weekly paycheck and I have had 2 paychecks so far this year; therefore, I would like refunded $40.92 along with my Aflac plan cancelled.

    Business Response

    Date: 02/07/2024


    The customer's plan has been cancelled and a refund is in process. Brian Patten & Associates has no control on how long it takes Aflac to cancel a plan and process a refund.

    Thank you,

    Brent C*****
    Chief Financial Officer



Brian Patten & Associates LLC is NOT a BBB Accredited Business.

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