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Process Pack: How to Handle Insurance Payments & Suggest Insurance EFT, ACH, or Pay in Full
Course Introduction
Welcome - Course Intro/ Overview (1:23)
A Few Notes From Our Attorney
About the Instructor (0:48)
What You Will Learn In This Course (2:47)
Download Your Resources
Building Your Process
Process Overview (3:08)
Process Set Up Questions (5:05)
Process Document (9:20)
Training Your Team On The Process
Introduction (0:35)
Selling New Business on Pay In Full or EFT (7:55)
Asking A Call In Payment to Go on EFT or Pay In Full (6:35)
Recommending EFT or Pay in Full on a Renewal Review (5:46)
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Recommending EFT or Pay in Full on a Renewal Review
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