Verify banking info during the app

[PhxSunsFan]

trinity verifies banking info is correct during the e app and all call.. very helpful

any other tele sales carriers do this? thanks

 

[theinsuranceman]

trinity verifies banking info is correct during the e app and all call.. very helpful

any other tele sales carriers do this? thanks

Yes. Sr Life added this feature to their SLICE app. It'll even let you know if there's enough money in the account, at that moment, for the initial draft to clear. They also improved SLICE so that it does a script check while either on the phone or face to face with client.

 

[shonceman]

Pretty

trinity verifies banking info is correct during the e app and all call.. very helpful

any other tele sales carriers do this? thanks

LBL does it on the e-app, so they’re probably doing it on the phone app, too.

 

[PhxSunsFan]

yes lbl does this too, they say its not perfect.. some comeback nsf.. acct wrong etc, though it shows all clear during the app..

 

[JRoot]

We train to do it prior to every app through GIACT (built into our tech). Same service Trinity/FBL uses. It also tells the likelihood of funds being available.

Much better placement and persistency doing this prior to completing an app.

 

[Baseball7]

SL, ol’ boys club