INSURANCE SUPPORT UW/PYMT SOLS | INSURANCE SUPPORT - UNLICENSED AGT | MISC |
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WHAT IS 3 ATTEMPTS OR ONCE CLIENT IS REACHED WHICHEVER HAPPENED FIRST
HOW MANY ATTEMPTS ARE NEEDED FOR UW REQUESTS?
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What is 1
HOW MANY ATTEMPTS REQUIRED FOR A NOT LICENSED IN PROVINCE REQUEST INVOLVING A RENEWAL INQUIRY
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What is ORANGE
WHAT COLOR ARE REWRITES MARKED IN IS?
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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?
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What is MOVE TO QUEBEC FOLDER
AN AGENT SENDS IN A QUEBEC NOT LICENSED IN PROVINCE REQUEST, WHAT DO YOU DO WITH IT?
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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?
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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?
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What is NON URGENT MATTER
WHAT TYPE OF EMAIL IS SENT IF YOU HAVENT REACHED CLIENT ON 1ST OR 2ND REQUEST?
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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?
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What is 3 OR UNTIL CLIENT IS REACHED
HOW MANY ATTEMPTS REQUIRED FOR CFBC RETURNED TO CHO REQUESTS?
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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?
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What is UPDATE YOUR STATUS TO ACTIVE AND ACCEPT CASES AS THEY COME IN
HOW DO YOU ACCEPT REQUESTS FROM SNOW?
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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?
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What is CHANGE IN RISK/BILLING
WHAT TYPES OF NOT LICENSED IN PROV REQUESTS REQUIRE 2 ATTEMPTS?
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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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