Policies and Procedures
A Final Corrective Action Lasts
6 months
Who can sign up for a dual plan
Any 2 people living in the same household
Individual Monthly Plan
10.95
Mail requests are left in ___status
Open
everyone in Zuora is on a
12 month term
PTO is ____every pay period based on the amount of hours you work
Accrued
The one time set up fee is
19.95/member
Security Monthly Plan
8.95
Which mail request is needed when a person adds a secondary or moves regions
Member Packet (request)
Where can you guarantee someone received their free months
In the invoice
Flex requests need to be made up...
The same work week and month of when the flex request was submitted for
The LEO program is only available in
TX,PA,FL
Active/Reserve Monthly Plan
17.95
5 reasons you can cancel an account out
1. 30 + days
2. Deceased
3. Moved out of the service area
4. Military Deployment
5. No longer a Security Guard
List all of the thing that would need to be changed in a Zuora account if a member moved to another state
region
payment gateway
invoice template
communication profile
plans
The Owner of the company is
Darren Rice
The Bail for bail bond and expert witness is
25,000
Annual Dual Plan
240
What notes need to be included in an attorney required request
question, phone number/email, plans,
How do you apply a credit for a member to go towards their next months renewal
Turn off auto pay and set yourself a follow up to manually apply the credit on the renewal date and turn auto pay back on
The name of the company before U.S & Texas Law Shield
Walker. Rice. & Wisdom
Hunter Shield is not available in
Indiana
Annual Security is
107.40
The subject for a pending state call log is
The state the member moved to
Situation- Someone's renewal date is on the 10th of each month and they would like to change it to the 20th starting next month. What would happen next month after changing the date?
The member would get charged twice next month, once on the 10th for the normal membership amount and then again on the 20th for the prorated amount.