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The Ramsey Family
Clarkesville · Paul Ramsey

Set up monthly EFT before renewal

BillingWaiting on carrier

Portal · yesterday · Homeowners (Erie Insurance) · With Kiara Mealor

Arrived at 7:31 PM, while the office was closed
The request

Paul asked to move off the annual pay plan to monthly EFT before the policies renew next week. Bank form sent to Erie.

Timeline

  1. Request received through the client portal

    Jul 15 · 7:31 PM

  2. Kiara sent the EFT authorization form to Erie

    Jul 15 · 9:31 PM