Customer Service (17)

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

Customer Service User Guide

Created by Corey Nolan, Modified on Tue, Dec 30, 2025 at 12:23 PM by Corey Nolan
How to Access & View Customer Portal

Created by Corey Nolan, Modified on Tue, Jul 15, 2025 at 12:26 PM by Corey Nolan
How to Cancel or Reverse a Policy

Created by Corey Nolan, Modified on Thu, Nov 6, 2025 at 10:30 AM by Corey Nolan
How to Change a Payment Type

Created by Corey Nolan, Modified on Mon, Sep 15, 2025 at 2:15 PM by Corey Nolan
How to Change Down Payment Amount

Created by Corey Nolan, Modified on Tue, Jul 15, 2025 at 1:47 PM by Corey Nolan
How to Complete a Contract Transfer

Created by Corey Nolan, Modified on Fri, Aug 8, 2025 at 3:38 PM by Corey Nolan
How to Manage Claims

Created by Corey Nolan, Modified on Tue, Jul 15, 2025 at 12:30 PM by Corey Nolan
How to Merge Contacts

Created by Corey Nolan, Modified on Tue, Jul 15, 2025 at 12:21 PM by Corey Nolan
How to Modify a Policy

Created by Corey Nolan, Modified on Tue, Jul 15, 2025 at 12:30 PM by Corey Nolan
How to Process a Chargeback

Created by Corey Nolan, Modified on Tue, Jul 15, 2025 at 12:29 PM by Corey Nolan