Customer Service (14)

Articles housed in this folder are typically items completed by Customer Service reps, Managers or other Users post sale.

How to Cancel a Policy

Created by Corey Nolan, Modified on Mon, Feb 10 at 4:37 PM by Corey Nolan
How to Process a Refund

Created by Corey Nolan, Modified on Thu, Jul 17 at 11:47 AM by Nikki Taylor
How to Reinstate a Policy

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:29 PM by Corey Nolan
How to Modify a Policy

Created by Cyndi DeBolt, Modified on Tue, Jul 15 at 12:30 PM by Corey Nolan
How to Manage Claims

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:30 PM by Corey Nolan
How to Merge Contacts

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:21 PM by Corey Nolan
How to Change Down Payment Amount

Created by Corey Nolan, Modified on Tue, Jul 15 at 1:47 PM by Corey Nolan
How to Access & View Customer Portal

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:26 PM by Corey Nolan
How to Unmerge Customers

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:26 PM by Corey Nolan
How to Process a Chargeback

Created by Corey Nolan, Modified on Tue, Jul 15 at 12:29 PM by Corey Nolan