BS TEAM

Process Updates

100

What kind of form do we send to clients when we receive a cancellation request?

License Cancellation Form

200

After receiving the form from the client, who would reach out to them to discuss feedback and next steps?

Client Success Manager

300

Who can send the license cancellation form to our clients?

ALL TEAMS

400

True or False:  If no form is received back, it's our policy to honor their written cancellation request so we wouldn't wait for form.

True

500

To which team do we assign the ticket If a client says they won't honor the '90 days' cancellation period?

CSM

Process and Announcements

100

FOR AGENTS who’s not yet added on the FUB dropdown (Strypes). Who are the people we need to CC in the ticket or email to make sure they are notified?

POC or main license holder

200

True or False: We will not close out the ticket unless we have assigned them in FUB, we can follow up every other day, but on your 4th attempt, use the second email response and close the ticket.

True

300

What is the name of our new HMO?

Kwik Insure

400

For Canadian Site Builds, We need to change "Zip Code" to "?" in the contact forms field?

Postal Code

500

Who can reply to our Slack channels whenever someone has an inquiry?

ALL or Everyone