K.Hall
Expert
For you home & auto folks out there:
When you write up a new client, do you leave it up to them to cancel their old policy?
Or do you do it for them? If so, how do you do this? By signing a document and faxing it to the other agent? Email? Ever had any issues doing this (i.e. they refuse/don't comply?).
Would be interested to hear your thoughts!
When you write up a new client, do you leave it up to them to cancel their old policy?
Or do you do it for them? If so, how do you do this? By signing a document and faxing it to the other agent? Email? Ever had any issues doing this (i.e. they refuse/don't comply?).
Would be interested to hear your thoughts!