Yes. Currently, our system only allows the entry of a single payment method during the application process. Therefore, if you only intend to pay for the initial/down payment at time of purchase, then you will need to update the primary payment method attached to the policy after the initial purchase is made. See “What if my client wants to take over future payments?”
We are eager to learn more about what brokers would like to see in a feature that allows them to enter a client payment method for recurring payments in the same application. Set up a time with us to share feedback on how we can improve the Thimble Broker Portal for you