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eFinancial has locations, listed below.

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    ComplaintsforeFinancial

    Insurance Companies
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    View Business profileBBB accredited business

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    Complaint Details

    Note that complaint text that is displayed might not represent all complaints filed with BBB. See details.

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    Complaint Status
    Complaint Type
    • Complaint Type:
      Billing Issues
      Status:
      Answered
      Cold call scam! They have charged my account but have not provided any documentation (no emails, texts, or letters) to verify the policy. I have called numerous times and each time it's "escalated to management" the phone hangs up. I left ******* several voicemails. I am very concerned this is an illegitimate operation.

      Business response

      03/19/2024

      Hello,

      Thank you for reaching out, we are going to investigate this and myself or one of my colleagues will be reaching out to you within the next few days.

      If you need anything further please reach out to me directly.

      *****************************************

      Thank you 

    • Complaint Type:
      Service or Repair Issues
      Status:
      Answered
      These guys keep calling me multiple times every day and I have no idea who they are, and they've referred to me as a completely different name that isnt mine. I just want these guys to stop calling me, as I have no idea why they have my number.

      Business response

      03/13/2024

      Hello,

      I have added your phone number to our DNC list as well as your email to our opt out list.

      Thank you!

    • Complaint Type:
      Order Issues
      Status:
      Answered
      This company uses phishing techniques. I never contacted eFinacials. I searched life insurance on ******* They have been calling me 5-6 times per day as late as 8-9 pm, I just got another call tonight at 8pm. I had 3 stents put in my heart on New Year's Day. I really don't need this right now. Emails, texts, phone calls non-stop for months. Please ??......make it stop. ??

      Business response

      02/22/2024

      Hello-

      I have added your phone number to our DNC list as well as our email opt out list.

       

      Thank you!

    • Complaint Type:
      Sales and Advertising Issues
      Status:
      Answered
      Constant harassment through different blocked numbers leaving voicemails daily. It has to stop immediately!

      Business response

      02/02/2024

      Good Morning,

      I have added your phone number to our DNC list. 

      Thank you!

    • Complaint Type:
      Service or Repair Issues
      Status:
      Answered
      This company has been calling my house no less than 5 times a day for over a month. Usually it's from **************, but there have been others. At first they left messages saying they were calling per my request for life insurance, which I never did. I have no use for life insurance. This past week they call every 3 hours and hang up.

      Customer response

      01/14/2024

      The phone calls from Efinancial from the number listed in my original complaint, have stopped, but now they are calling from different numbers. The most recent was today at 3:52 EST (1/14/24), from phone number **************. They left a message once again saying they were calling per my request which for life insurance, which is absolutely untrue. My caller ID just said ******, **. Only one call out of the many actually said efinancial on my caller ID and that was from the above number.

      Business response

      01/23/2024

      Hello *********,

       

      I have added the phone number to our DNC list, you will no longer be contacted by the company.

       

      Thank you!

    • Complaint Type:
      Product Issues
      Status:
      Answered
      Beginning on 1/8/24 at 3:17pm I have received an unsolicited phone call every hour from efinancial. I never asked for insurance quotes. They dont leave a message when they call

      Business response

      01/23/2024

      Dear ********,


      I appreciate you sharing the screenshot with us. I have taken the necessary steps to include your phone number in our Do Not Call (DNC) list. Additionally, I will be conducting an investigation to understand why you have been receiving an excessive number of calls. Thank you for bringing this matter to our attention, and I sincerely apologize for any inconvenience you've experienced.


      Wishing you a fantastic week ahead.

    • Complaint Type:
      Service or Repair Issues
      Status:
      Answered
      I asked to be put on the do not call list and I have blocked them yet they call me at least 5 times a day they need to stop.

      Business response

      01/02/2024

      Good Morning,

      The phone number has been added to our DNC list.


      Thank you!

    • Complaint Type:
      Service or Repair Issues
      Status:
      Answered
      eFinancial keeps calling and leaving voicemails nearly everyday, if not twice a day, asking to talk about life insurance for several months. It's absolutely impossible, they will not stop calling!

      Business response

      12/20/2023

      Good Morning,

      The phone number ************ has been added to our DNC list.

      Thank you!

    • Complaint Type:
      Service or Repair Issues
      Status:
      Answered
      This company keeps calling me and I have never asked for a quote from them, nor do I know who they are. They call about 20 times a day and this is ridiculous and I wish they would stop.

      Business response

      12/11/2023

      Good Morning,

      We have added the phone number ************ to the *** list.

      Thank you!

    • Complaint Type:
      Customer Service Issues
      Status:
      Answered
      I had a life insurance policy approved through FidelityLife after medical review. After approximately 3 months into the policy I receive a call from a ***************************** (Lead Policy Issue Specialist) who stated that FidelityLife reviewed my medical (again) and is now requesting an increase of my monthly premium (about $55.00 more). ***** was ******* me to sign off on the increase or otherwise told me I'd have to call FidelityLife and cancel the policy with no other option. I asked for documentation regarding this supposed review (which I am still waiting for). I declined to sign anything and instead called FidelityLife directly. They stated there was no additional review performed, and that nothing about my coverage or monthly premium needed to change and I am in good standing on the policy. Either this 'specialist' is lying to try to get more money out of me, or is grossly misinformed. Either way, I await a response from this business and any kind of documentation to support their claim that I need to have my monthly premium increased. On the surface, this appears to be a sales tactic that should (if isn't already) be illegal. Will also be reporting this incident to my state consumer affairs department.

      Business response

      12/05/2023

      Good morning,
      Thank you for reaching out. *********************** attempted to connect with you yesterday and left a voicemail regarding your concerns. If you have any further inquiries, please feel free to reach out.
      Best regards,

      ***************************

      ******************************************************

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