Routing Number And Account Number

[noah]

Problem: After finding a need and a desire : I am committing the prospect to doing business while I am there(today) if the plan works for them. I make sure they have a valid checking or savings account. I ask the health questions.I go through my story,close the deal. We fill everything out and they sign,no problem.
It's after business hours.
They use a debit card mostly,cannot locate a voided check,want me to come back or call them the next day. They give me the name of the bank,tell me they will go up there or call and get the routing number. They tell me they usually get there money and use money orders.,but they will make sure the premium is in their account on our agreed draft date.
They are sincere about needing,purchasing the plan.
They are not shaky at all,thank me for coming over,tell me how much they need insherance.
It's all good,no negative vibe at all.
But when the next day comes.....well you can figure out the rest.
I am almost ready to ask for the voided check before I pitch from here on out.
Any suggestions ?

 

[bboman23]

You can get the routing number yourself online or by calling. It's public information.

 

[VolAgent]

You can get the routing number yourself online or by calling. It's public information.

Yes, but larger banks often have more than one routing number.

 

[Agentguy5]

After the client has gone and gotten me the meds... then I close them and tell them to grab their ID or DL... then after filling out the paperwork I tell them, now I need you to grab a Voided Check for me... they have already gotten up 2 times for me and will go get the check...

I keep the check stapled to the front of the app so when I need a routing for an Applcant in Orlando Fl, I look through the file cab until I find a routing number from a client that is in Orlando...

We keep saying that we're gonna make a list of Routing Numbers but never seem to get around it...

 

[bboman23]

After the client has gone and gotten me the meds... then I close them and tell them to grab their ID or DL... then after filling out the paperwork I tell them, now I need you to grab a Voided Check for me... they have already gotten up 2 times for me and will go get the check...

I keep the check stapled to the front of the app so when I need a routing for an Applcant in Orlando Fl, I look through the file cab until I find a routing number from a client that is in Orlando...

We keep saying that we're gonna make a list of Routing Numbers but never seem to get around it...

I'll find the website but there is one will all banks routing phone and address

 

[Agentguy5]

I'll find the website but there is one will all banks routing phone and address

Yep, there are a couple of em but they don't show all the small banks and credit unions...

 

[bboman23]

Yep, there are a couple of em but they don't show all the small banks and credit unions...

Didn't think about that.

 

[John Galt]

Problem: After finding a need and a desire : I am committing the prospect to doing business while I am there(today) if the plan works for them. I make sure they have a valid checking or savings account. I ask the health questions.I go through my story,close the deal. We fill everything out and they sign,no problem.
It's after business hours.
They use a debit card mostly,cannot locate a voided check,want me to come back or call them the next day. They give me the name of the bank,tell me they will go up there or call and get the routing number. They tell me they usually get there money and use money orders.,but they will make sure the premium is in their account on our agreed draft date.
They are sincere about needing,purchasing the plan.
They are not shaky at all,thank me for coming over,tell me how much they need insherance.
It's all good,no negative vibe at all.
But when the next day comes.....well you can figure out the rest.
I am almost ready to ask for the voided check before I pitch from here on out.
Any suggestions ?

Just google their bank name and street and city, followed by "routing number" or "ABN number". Never failed me.

 

[noah]

Almost everybody is off topic. Please read the OP carefully. This really isn't about the routing number.

 

[jdeasy]

I'll find the website but there is one will all banks routing phone and address

The one that had them all is now shutdown and you get a message when you go to the site that it's because of pending legal action.