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CHANGE LOC (TASK, PHONE (Have claims been paid :question: Requires…
CHANGE LOC
TASK
PHONE
Have claims been paid :question:
Requires screenshots on how to check this
Yes
Explain to the customer that you are unable to change the cover until the renewal.
Is the renewal available?
no
Advise the customer of the renewal date :checkered_flag:
yes
#
No
Check the payment schedule and select one of the following: :question:
Middle of installment period
Create endorsement
Is it a GFS Brand? :warning:
screenshots vary for GFS
yes
Open BIS and discuss options
no
Open BIS and discuss options
Passed Raised date but premium not collected
Create endorsement
Is it a GFS Brand? :warning:
screenshots vary for GFS
yes
Open BIS and discuss options
no
Open BIS and discuss options
Policy is paid Annually
Create Endorsement
Is it a GFS Brand? :warning:
screenshots vary for GFS
yes
Open BIS and discuss options
no
Open BIS and discuss options
Adding or removing Routine Care only
Is it a GFS brand?
Yes
Jump across to instructions called "Add or Remove Optional Benefit" :checkered_flag:
no
Create endorsement
Payment is in progress
Create Endorsement
Advise the customer that you are unable to process the change today
Proceed to quote?
Set up task to action when payment has collected
Change cover upon renewal
Open renewal
select 'modify renewal'
Is it a GFS Brand? :warning:
screenshots vary for GFS
yes
1 more item...
No
1 more item...