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all right so were gonna do a quick screen shot video on how to do finance proposals so youre gonna go into robo forms password lists first insurance funding high level finance companies are owned by banks first insurance is one of the largest out there when people cant afford to pay in full for agency bill policies they can finance so you log in youve got a new quote youre gonna click on and Im gonna put this over here this is on a little daycare and Im gonna put the name of the business in here youre gonna put address youre gonna put up here contact me phone number I can pull that for yours couple things to to highlight as Im pulling this up strongly recommend weve always like to set people up on EFT I dont know thats have to verify whether thats his current email or not mark yeah so we kind of have basic framework in here name a business client name all that heres where the EFT info you can click here this show at ACH what this allows us to do is just basically have th
