I was talking with some agents about which companies still offer a monthly direct bill on life insurance. I didn’t know of very many that still did because of most of them will lapse.
But I had a lot of agents tell me that they will not even write a Quarterly direct bill.
I can understand the monthly direct bill and not doing this, but I don’t understand the Quarterly Direct Bill. If my clients want to pay this way, I give them all the options and tell them it is much easier to do a monthly eft, but I don’t refuse them if they do a quarterly direct bill.
I love annual premiums also.
Do any of you still do a monthly direct bill?
Will you still do a quarterly direct bill for your clients? Do you still give this option if they ask for it?
But I had a lot of agents tell me that they will not even write a Quarterly direct bill.
I can understand the monthly direct bill and not doing this, but I don’t understand the Quarterly Direct Bill. If my clients want to pay this way, I give them all the options and tell them it is much easier to do a monthly eft, but I don’t refuse them if they do a quarterly direct bill.
I love annual premiums also.
Do any of you still do a monthly direct bill?
Will you still do a quarterly direct bill for your clients? Do you still give this option if they ask for it?