March 22, 2021
Ensure a Smooth Payment Experience for Both You and Your Clients!
Introducing new resources to navigate the different initial premium options.
With the flexibility around premium payments and multiple options available, it is important to understand how each choice governs draft dates, effective date and commissions.
We want to equip you with the resources to understand the payment experience and explain all of the options available to your clients. Use our two newest marketing materials, Ensuring a Smooth Payment Flier and Ensuring a Smooth Payment video, which go in depth into:
- Each of the draft initial premium options:
- Review each of the options: Draft Next Available, Choosing a Specific Draft Date, Delayed Bank Draft and Draft Next Available/Specific Date for Reoccurring Drafts to see which option is best for your customer.
- How to get your customers back on track
- Best practices
- And more!
