June 26, 2019

All EFT Options now on eApp and Paper Applications!

Client payment options now are:

  • EFT for monthly, quarterly, semi-annual, and annual payment schedules
  • Ability to select a different draft day for initial premium draft vs recurring drafts
  • Flexible Initial premium options:
    • Can choose EFT for initial premium only
    • Can elect to set up recurring EFT on delivery via an agent request
  • Also now offering monthly direct bill