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Do old habits die hard? Saving Time & Money for Your Clients could be a top priority if you first see the benefit and believe in the process.
Why do clients still want to pay in cash, walk-in, or call in to pay their insurance?
Has the insurance payment process changed? Most reasons are excuses. The money isn’t in the bank at that time every month to have EFT, or I don’t have a checking account.
Has the pandemic changed this any? It certainly has. HOW?
Read this week's blog. Believe in the process and everyone wins. Payment processing strategies: https://www.agencyperformancepartners.com/blog/insurance-payment-process-designed-to-get-clients-on-eft-or-pay-in-full/
Download our free Claims Process: https://bit.ly/ClaimProcessDownload
Get our Q1 Course on TOP 10 Processes for Insurance Agencies: https://www.agencyperformancepartners.com/insurance-processes/
By Agency Performance Partners5
1818 ratings
Do old habits die hard? Saving Time & Money for Your Clients could be a top priority if you first see the benefit and believe in the process.
Why do clients still want to pay in cash, walk-in, or call in to pay their insurance?
Has the insurance payment process changed? Most reasons are excuses. The money isn’t in the bank at that time every month to have EFT, or I don’t have a checking account.
Has the pandemic changed this any? It certainly has. HOW?
Read this week's blog. Believe in the process and everyone wins. Payment processing strategies: https://www.agencyperformancepartners.com/blog/insurance-payment-process-designed-to-get-clients-on-eft-or-pay-in-full/
Download our free Claims Process: https://bit.ly/ClaimProcessDownload
Get our Q1 Course on TOP 10 Processes for Insurance Agencies: https://www.agencyperformancepartners.com/insurance-processes/

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