Determine if the customer has obtained insurance elsewhere and develop the effective date of the new policy.

It was necessary to ask "when did you purchase the car?".

Where you can find who has legal authority to request a cancellation or reinstatement

Appreciation for the CCC agency

Prior to processing a verbal cancellation with an agent, confirm if an LPR is on file.

Advises to provide impact to the future bills

When making a policy change, advise of the pro-rated premium impact for both terms.

Please remember to document Contact Management.

Advises the service charge fee amount

When processing a vehicle change which results in a single car policy, proactively provide an additional coverage option like RDA or ETE.

Please review the use when adding or substituting a vehicle.

Advises of how to list vehicle when financed or leased

Please discuss the billing impact after processing a change.

Please send service plus to CST project

Advises of Property Documents