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Before we derail the thread completely let's get back to insurance basics 101 here.
Don't tell the client to stop their bankdraft dude. That's in poor taste and unprofessional. Do what homeboy said up there and make a cancellation form for the client when you sign the new app or hand deliver the policy (as if anyone still does that).
Simple form and doesn't need to say much, just make it look like a business letter.
John J Policyholder
111 Rate Hike Road
Claimsville, IA 50123
Please cancel my Medicare Supplement policy # ________ effective __________ and do not continue to steal money from my account, it's why I hate bankdraft anyways!
Up Yours,
John J Policyholder
Then when you get the new policy issued...fax the signed cancellation form to the old carrier.
Don't tell the client to stop their bankdraft dude. That's in poor taste and unprofessional. Do what homeboy said up there and make a cancellation form for the client when you sign the new app or hand deliver the policy (as if anyone still does that).
Simple form and doesn't need to say much, just make it look like a business letter.
John J Policyholder
111 Rate Hike Road
Claimsville, IA 50123
Please cancel my Medicare Supplement policy # ________ effective __________ and do not continue to steal money from my account, it's why I hate bankdraft anyways!
Up Yours,
John J Policyholder
Then when you get the new policy issued...fax the signed cancellation form to the old carrier.