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PH Passed Away (TASK (Claims paid (Death Cert Rec'd (Paid annual (good…
PH Passed Away
TASK
Claims paid
Death Cert Rec'd
Paid annual
- good will cx? 2. cx 3. use 'annual - claims paid' template
-
-
policy in inital
hmm this comination does not seem possible, please try again
-
cx renewal
- cx renewal 2. use 'cancellation at rneewal' template
Death Cert no yet rec'd
Paid Annual
- advise we need death cert
Within COP
- advise we need death cert
Policy in inital
hmm this comination does not seem possible, please try again
cx renewal
- advise we need death cert
-
-
No claims paid
Death Cert rec'd
Paid annual
- cx and use 'annual - no claims paid' template
-
-
Policy in inital
- cx and use new template *
-
cx renewal
- cx renewal 2. use 'cancellation at rneewal' template
Death cert not yet rec'd
-
-
Within COP
- advise we need death cert
Policy in inital
- advise we need death cert
cx renewal
- advise we need death cert
Paid annual
- advise we need death cert
Phone
claims paid
Death cert rec'd
-
Policy in intial
hmm this comination does not seem possible, please try again
-
cx renewal
- cx renewal 2. use 'cancellation at rneewal' template
-
paid annual
- good will cx? 2. cx 3. use 'annual - claims paid' template
No death cert rec'd
-
-
Within COP
- advise we need death cert
Policy in intial
- advise we need death cert
cx renewal
- advise we need death cert
paid annual
- advise we need death cert
no claims paid
no death cert rec'd
Within COP
- advise we need death cert
Policy in intial
- advise we need death cert
-
cx renewal
- advise we need death cert
-
paid annual
- advise we need death cert
Death cert rec'd
-
-
-
cx renewal
- cx renewal 2. use 'cancellation at rneewal' template
-
paid annual
- good will cx? 2. cx 3. use 'annual - claims paid' template