Question from an insurance advisor to others: Regarding insurance payments
As an insurance advisor, how do you manage to convince the customer to make their insurance policy payments by themselves. Many of our customers, especially the elderly and less tech-savvy ones hesitate to make the payment themselves or from their accounts. Instead, they transfer the money to my account and ask me to do the payment.
There are various reasons other for this like the renewal process of some companies not being user friendly or not providing multiple payment options, some customers pay later (debts), payment failures, OTP issues, fear of fraud etc.
I keep trying to teach and insist my customers to make the payment themselves but there is still some percentage of customers who don't listen.
In your experience, what are some ways to resolve this.