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!