Monday, November 23, 2009

New Info found while taking app that changes rate

What to do when the info changes when we take the application.

When we take the application and find out information that will change the price, we need to re run the quote ASAP, while the person is still on the phone. Then I need to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.

The same this is true if after I sign off on the application. If after entering the application the rate changes (Most likely due to MVR) Again Larry needs to see that new information and decide if we can live with that difference, or If there is somewhere else we should go.

It is best to catch and react to these problems ASAP.

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