Refunds
Payments
Invoices
Common Solutions
Miscellaneous
100

This is one of two places to check if and how much a refund is ?

What is Transaction Summary or Billing Summary

100

An Insured has how much time to make a payment to reinstate? 

What is 20 days

100

If the bill is due on May 1st, how many days before was the invoice generated?

What is 21 days

100

Insured is upset because the new roof on house lowered premium and he told the mortgagee to expect a refund. 

What is refund was sent to NI

100

How much is the monthly eft invoices? 

What is 4
200

If the insured is on eft 6 there is a premium reduction, what will happen to the savings?

What is spread over remaining balance 

200

When can the payment date change be made?

What is before or at the beginning of the policy
200

What is meant by the term, on the street?

What is when the invoice is generated? 

200

Insured is upset that refund hasn't come in and mentions his bank account was shut down to fraud.

What is account was closed. 

200

If ni's policy is monthly and they want to pay ahead, can they and will it eliminate future months? 

What is, yes but only reduces future payments. 

300

If the mortgage company overpays on a link home policy, where is the refund sent?

What is the NI.

300

What are 3 payment options an agent can choose from in a MI link auto policy?

What is EFT1, EFT6 Db 6, or EFT 12

300
If the ni wants to change from EFT 1 to EFT 6, when can it be done? 

What is before the invoice generates

300

Insured calls upset because she was told she would have a refund due to an auto removal. She still has a balance and 3 payments left. 

What is refund was spread out over remaining payments. 

300

If insured calls to say the upcoming payment won't go through, when should the replacement payment be made? 

What is once payment is rejected

400

If insured is on monthly payments but then decides to pif, when is the time frame  to do it for the discount?

What is one week after renewal

400

If insured is on paperless, how should the insured expect payment notices to be sent? 

What is online/email

400

Vanity Date change can be done but what is a key change regarding the payments if they're monthly?

What is payments are compressed or changed from 6 to 5.

400

Insured calls upset because he thought he was on auto pay but you see an unresolved contingency, what is the likely issue?

What is didn't sign EFT document

400

If there's a fee incurred due to an agent error, who needs to give permission to ask for the removal?

What is a Supervisor

500

If insureds auto policy is 1,200, what is the monthly payment? 

What is 200?
500

What is the only way that late fees can be reversed?

What is agent error?

500

If the home policy is Mor1, who is the invoice sent to?

What is the mortgagee

500

Auto policy renewed on May 5th and he cancelled on May 10th and is mad he got an invoice for a balance owed.

What is ni owes for 5 days of insurance. 

500

Insured with a PKG policy is upset because he's on auto pay and payments for the auto haven't come out. At the same time, received notice of cancellation due to owing money on the home portion. What likely went wrong? 

What is mortgagee paid on the auto portion