Mtg Calls
Agt insured called in to reinstate policy. how do you help the insured?
adv the insured that the agent wishes to service their policy and they will be more ten harpy to assist.
ensure the insured ha the agents number and transfer
Ins calls in asking if they can add daughter to right track, the insured has already completed the program
adv we would need to remove everyone off the program and everyone would need to restart
Where does a customer go to sign up for a online account
Agent policy Mortgage looking for dec page
Provide agt phone number
Gold insured calling on a Idaho policy needing to get reinstated.
next step
Check make a payment tab to ensure the reinstate box is there
Insured calls in stating her trips are recording under her husbands right track
What is the next step
Disconnect all drivers and they will need to restart
email new codes and adv each person ha their own code.
Agt calls in to see why the insured cant se their policies in their OAS account
Check crest and add any active policies in manage my account
Insured agt policy needing dec page
Transfer to agent of record \ adv this can also be found on their online account
Nc reinstatement call insured
agt policy
Transfer to agent
If a driver was re-enrolled before cancellation
they get a new re-enroll email.
they must re-sign the T&C and start probation again.
Create account - email not on file
From CREST Digital Profile page:
Gold Mortgage requested a dec page for current term but only received the renewal
Open Letter gen and complete a EOI with current term amounts and updated mortgage lender \ loan number
Gold insured called to get a home quote
you notice the auto just cancelled for non pay,
What are the steps needed
after verifying
confirm needs
ask if they are aware their auto is cancelled if needed reinstate then transfer to sales.
First time enrollment
5th Car incorrectly cross-referenced when issued
How do you add the discount
HELP-126403
How do you remove a cancelled policy off oas
Pull up client in crest,
Select manage
unselect radio button for unneeded policies
Where do you find extended dwelling amount to add to eio
The coverage tab bottom of page
Gold mtg calls in on cancelled policy to adv they are sending the check.
What should we advise the mortgage company?
Please make sur the insured calls in to advise of no loss.
Before enrolling a customer in RightTrack Mobile, check if their phone is eligible.
What is needed in the phone
Must be a smartphone (no flip phones) with an accelerometer, gyroscope, and proximity sensors.
HELP-125040
Insured lost cell phone and had to get a new phone, they downloaded the app but cant get past the muti factor authentication
Reset authentication