What is a chargeback and how can I avoid them?

Insurance agents tired of being on the treadmill?

So you’ve done due diligence. You qualified the clients needs, they made the choice to move forward, you got the business underwritten, and then after finally getting the policy issued you are paid for your work, BUT WAIT………

The next month you see your agent income balance statement and now you owe money. WHAT HAPPENED?!?

Welcome to the insurance business. So what can you do?

The problem is not you but the model you are in. This was the question that Michelle who just started in the Med Sup business asked and now we’ve been able to help adopt a business model with a residual income component, great advance commission, and having her risk to adverse and arbitrary chargebacks from happening. 

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