Looking for some advice if there is a "best" way to approach this.
Looking to merge lines from different accounts together and I know that will need to go through the Assumption of liability to get them switched from one account to the other. My question is really about when should the plans be changed (before or after the assumption of liability is complete) and when is the best time to actually do the switch from one account to the other in regards to billing cycles.
first, should the plans be switched before or after starting the assumption of liability and account switching?
Does it matter when they switch? Should I wait until the receiving account that is going to remain has just started a new billing cycle or perhaps before the closing account starts a new billing cycle? Does it not matter and I'm totally over thinking this?