Live Role Play Webinar-The Do’s and Don’ts of Taking the Payment with Lindsey

Think about how much time and energy you put into making your conversations flow. Now ask yourself this…how comfortable do you feel when it’s time to talk about getting their payment information to start their new policies? In this week’s RPOA session, we’re breaking down what not to say when it’s time to collect payment info, how to set expectations early, and the simple language shifts that help both you and the customer feel more confident. Getting their account information isn’t the issue, our process is. Looking forward to mastering our craft on this part of the conversation together!