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I track everything in a CRM. What’s the benefit of using excell?
Backup... I've used CMRs for years, I've had excel for decades. One of those hard lessons I guess.
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I track everything in a CRM. What’s the benefit of using excell?
Who do you use to write GI?
These were GI?
I only use AIG for GI. I wrote two with SBLI that were preferred and two AIG GI’s.
AIG has changed names to Core, put everyone as earned and done away with charge backs.
I track everything in a CRM. What’s the benefit of using excell?
Thanks for your detailed analysis and I don’t mean that as a smart as.s comment lol.
I wrote another husband/wife SBLI + AIG combo today also again with direct express.
None of these people seem to have a bank account. But why is direct express so bad when they get paid on that card and I setup the billing to hit the same day as they get paid.
How does a bank account fix this issue as banks can go NSF just as easily..?
It seems I’m in the right direction if I’m only 2 days in and wrote 4 policies. Am I wrong? Serious question.
I’ve heard some people don’t write anything but direct debit/bank. Is this just bad business that’s in writing? How high of chargebacks can I expect with direct express business 20-25%? How does it compare to them using a bank account?
Don’t they keep 25% for chargebacks anyways?
One of the main things I’m worried about is chargebacks. Not because of the comments here. I’ve been in business all my life and know all about CBs.
Im just wondering if CBs are so bad that it can kill my business..?
thanks
Who do you use to write GI?
If I do - it's Great Western.
I've written maybe 3 GI's since 2008.
Is Chime considered to be a DE card?What the posters are telling you is there’s a reason these people you wrote use direct express accounts .