12-06-2023 10:19 AM
12-08-2023 02:04 PM
For the Card being set as preferred, we use a Dispatch Debrief Form that the dispatchers ask if the offered a membership and if yes what card they want to use for it so we can update it before the call is completed. It helps cut down on that situation for us
12-06-2023 11:12 AM
Do you have the show member savings toggled on? If you do this in the feature configurations then you can just give them one quote for the member ship and the other quotes would show what they could save automatically.