INSURANCE SUPPORT UW/PYMT SOLS INSURANCE SUPPORT - UNLICENSED AGT MISC
100
WHAT IS 3 ATTEMPTS OR ONCE CLIENT IS REACHED WHICHEVER HAPPENED FIRST
HOW MANY ATTEMPTS ARE NEEDED FOR UW REQUESTS?
100
What is 1
HOW MANY ATTEMPTS REQUIRED FOR A NOT LICENSED IN PROVINCE REQUEST INVOLVING A RENEWAL INQUIRY
100
What is ORANGE
WHAT COLOR ARE REWRITES MARKED IN IS?
200
WHAT IS MEMO FILE, MARK COMPELTED, MOVE TO COMPLETED FOLDER
YOU REACHED A CLIENT AND ADVISED THEM OF HANGING BALANCE, THEY ADVISED THEY WILL CALL BACK TO PAY, WHAT DO YOU DO WITH REQUEST?
200
What is MOVE TO QUEBEC FOLDER
AN AGENT SENDS IN A QUEBEC NOT LICENSED IN PROVINCE REQUEST, WHAT DO YOU DO WITH IT?
200
What is NONE, AS LONG AS AGT HAS MEMO'D PROPERLY YOU CAN EMAIL THE DOC
YOU ARE ASSIGNED TEMP SLIPS/LOE/COI - HOW MANY ATTEMPTS ARE MADE?
300
WHAT IS IMPORTANT MATTER TEMPLATE
THE CLIENT HAS CRMS CONSENT AND YOU HAVENT REACHED THEM ON A PYMT SOLS REQUEST, WHAT TYPE OF EMAIL DO YOU SEND?
300
What is NON URGENT MATTER
WHAT TYPE OF EMAIL IS SENT IF YOU HAVENT REACHED CLIENT ON 1ST OR 2ND REQUEST?
300
What is AWAIITNG INFOR
YOU'VE MADE AN ATTEMPT ON A SERVICE NOW REQUEST AND IT REQUIRES ANOTHER, WHAT STATUS DO YOU MOVE YOUR REQUEST INTO?
400
What is 3 OR UNTIL CLIENT IS REACHED
HOW MANY ATTEMPTS REQUIRED FOR CFBC RETURNED TO CHO REQUESTS?
400
What is SEND COACHING WITH NO ACTION REQUIRED AND ACTION THE RQST.
YOU RECEIVE A REQ FROM AGT NOT USING THE CORRECT TEMPLATE, WHAT SHOULD YOU DO?
400
What is UPDATE YOUR STATUS TO ACTIVE AND ACCEPT CASES AS THEY COME IN
HOW DO YOU ACCEPT REQUESTS FROM SNOW?
500
What is SEND A REISSUE REQUEST
YOU REACHED A CLIENT ON A CFBC RTN TO CHO REQ AND THEY CONFIRM THEIR MAILING ADDRESS IS CORRECT, WHAT IS THE NEXT STEP?
500
What is CHANGE IN RISK/BILLING
WHAT TYPES OF NOT LICENSED IN PROV REQUESTS REQUIRE 2 ATTEMPTS?
500
What is 1 - WE HAVE ALREADY MADE OUR 3 ATTEMPTS TO REACH THE CLIENT AND WILL ONLY ATTEMPT 1 MORE TIME.
THERE HAS BEEN 3 ATTEMPTS MADE ON A REQUEST FROM (UW OR PYMT SOLS) AND THEY ARE NOW SENDING A NEW REQUEST WITH 2ND REQUEST - HOW MANY ATTEMPTS ARE NOW REQUIRED?






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