Evercare
Info
Info
The owner of this company
Chris Weinreis
Customer cancels within 30 days doesn't need...
What is a LOC
What is AIOA
Agree, Isolate, Overcome, Assume
What is our CRM called?
What is Inline?
What is process the payment?
What year was Evercare founded
What is 2018
Address to send LOC is...
What is 1708 S, 5th street St Charles MO 63303
" You can agree with that right?"
What is a Tie down
What are the two top finance companies we use?
What are Mepco and Walco?
Customer wants to file claim (home) but has 2 days left on grace period, what do you say?
What is, "this is a pre-existing condition"?
What does a customer receive when they cancel outside of the 30 day grace period?
What is a Prorated Refund
What date do you tell the customer their refund will be mailed?
What is the date given by Ashlee, Jessica, or Katie?
You should AIOA on each call at least how many times?
What is 1 time
What system do you use to request off?
What is ADP?
Most important action after each call
What is Notating the file properly
This administrator does not have a grace period
What is Zurich
If there are two names on the policy, how do we know who to send the refund check to?
What is verify with customer.
What is the 3rd step in this process?
What is Overcome?
What phone system do we use?
What is Ring central?
Customer calls in to file a claim but the account is past due, what is the next step
What is transfer to billing?
LOL for FL Contracts
What is $7500 or acv whichever is lesser
Where do you find if a refund has been processed?
What is the payment tab?
" I am on a fixed income currently as well"
Where do you find the LOC list?
What is google sheets?
What's the earliest you can clock in?
What is 5 mins early?