Automatic Cancellation of Policies

ready-robot

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.