Entering Contracts

When entering contracts it is important to check back the following information.

1. Confirm the address is correct.
2. Confirm that we have the correct # of payments based on the length of the policy / 4 pay on a 6 month Policy and 8 pay on a 12 month policy. If not let me see it.
3. Make sure we list the person’s email address when filling out the contract; this notifies them about the ability to pay online, as well as reminding them each month when their payment is due.
4. Send a copy