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Posted on January 23, 2023 by Camille Maraguinot


How Clients Pay for Insurance – Save Time and Money

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?

  • Review our Blog on 6 Ways to Ease in your Clients to the BEST Payment Process – CLICK HERE!

  • Grab our FREE Claims Process – DOWNLOAD HERE!

  • Get our Q1 Course on TOP 10 Processes for Insurance Agencies: LET ME HAVE THAT!

We’re Agency Performance Partners; APP is your insurance agency’s best friend when it comes to training, strategies, brutal truth & tough love that’ll grow your agency with hugs & high fives along the way, just like a BFF.

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