Updating your client’s payment method Tools and resources to help you manage persistency
Update payment information for clients whose policy statuses show Initial Premium Failed, Grace Period, and Late Offer Period. Note: This is available for Ethos Term - Choice/Prime and ACH payment only. For TruStage, the client can contact support at 888-787-8243 to update their info. Hereʼs how: ➔ Go to the Customers tab, open the policy that needs to be updated, and select “Update customer payment.” ➔ Enter new bank details and send a 6-digit SMS code for client authorization. ➔ Input the code, click “Save,” and the client will receive a confirmation email.
Our step-by-step video tutorial is also available to you in the Resource Center of the agent portal.
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