Automatic Cancellation of Policies
The software will login into QQ, run cancellation reports for the day, and look at all policies with CANCEL status.
- Logs into QQ
- Run cancellation reports
- Look at the report and check for cancellation reason
- If no cancellation reason, send email to CSR to update
- Sent a task to the CSR to update the cancellation reason
- If not done for 3 days, send update to manager
- If there is a cancellation reason, email and text the client
- For NONPAYMENT, send email/text to client 4 times every other day
Time & MONEY Saver
Just on 6 policies each morning, this task can take 10 min per client, 6 clients would be one hour. Multiply that by $25 per hour per day. YOU DON’T the math on how much time and money that can save you in your business each day. That’s just for 6 policies. Also ZERO chance of human error.