Front
This feature shares your conversation with other internal members
What is @mention
This contract status means the contract has been sold but the dealer has not yet remitted payment
What is Pending Not Funded
This type of coverage provides up to $1,000 per claim for paint repair service
What is Deluxe
This seamless call transfer allows information to be passed from one colleague to another
What is a warm call transfer
admin@avantaguard.com is provided to customers when they need to send a written request for this type of enquiry
What is cancellation
This function combines multiple conversations into one
What is merging
This document is needed to update the $0.00 vehicle purchase price in PCRS
What is bill of sale
This policy feature requires customers to pay a certain amount before the policy covers the rest
What is a deductible
This feature in Front allows someone to assign a specific request, such as a callback request
What is a task
Customers contact these locations to receive a copy of their signed contract(s)
What are selling dealers
Personal emails are moved here when the request is related to a claim
What are shared inboxes
This type of contract note appears in red
What is a warning note
This form is attached to the authorization email when parts are PST exempt in BC
What is a FIN490
Doing this means you can listen, understand, and act on what other people say
What is effective communication
This documentation is often required to prove you've kept up with vehicle maintenance
What are service records (OCR)
This function allows you to ensure your email text is cohesive and professional in appearance
What is reset style
This section within a claim keeps a list of all maintenance records
What is Service History
The additional coverage can be tailored to meet the individual needs of the policy holder
What is optional coverage
Doing this during your interactions (phone and email) will help you gain control and minimize the risk of an escalation
What is ownership
These emails are internal notifications that are not shared externally
What are New Claim Created, RO has been uploaded, and Contact Form
This automated function in Front allows you to escalate a conversation
What is a macro
This information is used to search for customer's policy/policies
What is a VIN
Who are the McManes stores
Saying this during the call helps to personalize the conversation
What is the customer's name
This is the internal escalation process for customers disputing denied claims in BC, Alberta and South Carolina
What is tier 2