Work in progress
Friday, 6 October 2006
Donminique
Now Playing: Darla McFadden
Topic: Dominique

Dominique:

Darla called for your today. You might give her a  call back. She is the customer who Karen called us about (conference call) yesterday. Basically what is happening is the customer is trying to get their premium back on their home.   (DP policy)

They sold the home a year ago, and for whatever reason, the policy was never cancelled. Sometimes home office will cancel a policy back a year, as long as the customer can provide proof that the home was indeed sold. I believe that Karen is saying the paperwork proving the home was sold is in the DP policy file, or is the paperwork that was dropped off for us yesterday.

We will need to coordinate with h/office and get the documentation to them so they will go back  a year. It might not be a bad idea to contact Bobbi Jo, tell her what you are tyring to do, and see what instructions she might have.

If you have any questions, please let me know. Thanks,VM 

 


Posted by vallymulford at 11:33 AM MDT

Friday, 6 October 2006 - 2:10 PM MDT

Name: "DOMINIQUE"

VALLY,

I CONTACTED MARLA AND SENT HER TO SIGN A CANCELLATION NOTICE. FAXED OVER AND SENT TRANSMITTAL. I ALSO FAXED OVER Q QUALITY WATCH JUST LIKE KAREN SAID TODAY.

ANY QUESTIONS PLEASE ASK

THANKS,

DOMINIQUE

Tuesday, 17 October 2006 - 2:47 PM MDT

Name: vallymulford
Home Page: http://vallymulford.tripod.com

Dominique:

This got a little bit weird, because we were trying to cancel the wrong policy. They have DP and HO, and we were trying to cancel the HO, and it should have been the DP. I can't recall who was working on it, but we needed a new cancel form signed. Can you please make sure we are all on the same page, and that the correct policy is being cancelled? Thanks for the help. VM

View Latest Entries

Open Community
Post to this Blog
« October 2006 »
S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
You are not logged in. Log in