New client has 3 policies scheduled to draft in August and would rather replace and write one with me.
She is asking if she can stop the August draft if she takes the new policy with me.
Should I reach out to the new carrier sales support and ask them?
How complicated is replacing three policies and ending the SSI drafts on each as we transition into the new policy?
Any advice would be great as this is my first final expense sale with SSI Billing and replacements.
She is asking if she can stop the August draft if she takes the new policy with me.
Should I reach out to the new carrier sales support and ask them?
How complicated is replacing three policies and ending the SSI drafts on each as we transition into the new policy?
Any advice would be great as this is my first final expense sale with SSI Billing and replacements.