Routing Number And Account Number

[slushpuppyking]

Good stuff Buck!

I'm a field underwriter folks, and we need to get this done in my presence!

 

[axeman462]

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

routing numbers are mostly correlated with the federal reserve branch the bank falls under.

Just call the local branch they opened the account at, everyone who has an account at that branch will have the same routing number

 

[moonlightandmargaritas]

Me: well I really don't mind doing it that way however as a state licensed agent and because of the state regulations and hippa privacy clause I am unable to leave with all you information with out a conclusion to your coverage.

When all else fails...lie to 'em.

 

[noah]

Bottom line on this one is there's more gained than lost because there was no deal in the house anyways,unless maybe JD was the closer,of course.

 

[VolAgent]

routing numbers are mostly correlated with the federal reserve branch the bank falls under.

Just call the local branch they opened the account at, everyone who has an account at that branch will have the same routing number

If you know where they opened the account. I deal with a lot of people that have moved.

That said, I don't have this problem getting banking info.

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Bottom line on this one is there's more gained than lost because there was no deal in the house anyways,unless maybe JD was the closer,of course.

Says who?

They may have been ready and able to buy. It may have been you, something in your presentation, whatever, that kept them from buying. They already told you they wanted insurance, so something is holding them back. Maybe it is budget or maybe you haven't built trust or maybe they simply don't like you.

 

[bboman23]

If you know where they opened the account. I deal with a lot of people that have moved.

That said, I don't have this problem getting banking info.

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Says who?

They may have been ready and able to buy. It may have been you, something in your presentation, whatever, that kept them from buying. They already told you they wanted insurance, so something is holding them back. Maybe it is budget or maybe you haven't built trust or maybe they simply don't like you.

I wrote an app this past week where the wife bought a policy 3 months ago from another agent but husband needed one. Asked when I got there why the husband didn't buy when the wife bought and he simply said he didn't trust the other agent. Him and his wife handle their money seperate. Trust is the main key.

 

[moonlightandmargaritas]

Bottom line on this one is there's more gained than lost because there was no deal in the house anyways...

Smells like there might have been.

 

[noah]

Your right,they might not have have liked,trusted me. There was no deal for me that day. It happens to all of us.