Term Codes
Add Calls
Templates
100

Used for Financial Difficulties

What is HiCost

100

Updating Service Setups (Svc sched, Notifications)

What is CSS

100

Inbound Retention calls

What is Retention Template

200

Has Ongoing Pest Issues

What is A-Pest

200

Disputes of Balances / Early Cancellations Fees

What is SM

200

Switching to Lower Coverage/Cost Option

What is Downgrade Template

300

Switching to a New Company

What is Disloyal

300

Mailing Agreements

What is Susan Briggs

300

HC TRI GREEN Initial Call

What is CX Initial Call Template

400

Client passed Away

What is A-NOCALL

400

Transfers to a New Account/Home

What is NEWSTART

400

Backslide in Price after an Increase

What is Rollback template

500

Issues with both the Contact Center & Service Center

What is A-CLEXP

500

Charging / Waiving Early Cancellation fees (ETF)

What is TERMS

500

Client Reversed Cancellation within 30 days

What is Transfer/Restart Template

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