Maria's question
Let's Assume our Name Insured is in the state of GA, and they call in to cancel their policy would a fee apply to their cancellation if done before renewal?
What is Yes, the customer would get charged $30.00
What guideline would we use if the caller indicates the cancel refund was issued to the incorrect address?
what is Insured Did Not Receive Refund
How is billing handled when a future cancel effective date is scheduled?
what is The system suspends Automatic Payments (EFT/Card) withdrawals & direct invoice billing when a future cancel effective date is scheduled.
What if customer does not request a cancel but is unhappy with rate & wishes to speak to someone immediately?
what is warm transfer to CPT using 685 if customer is still unhappy with rate after providing a policy premium review.
What if bill plan change needs to be backdated AND system will not allow?
what is When change is due to agent or Progressive error, create processing request "Back dated request," & include applicable information in notes template.