Timeline for documents sent (mail, fax, email)
Any action needed by the caller (sending in a trailing document)
Any follow up work that you (CSR) will complete (changing the due date once payment posts)
Next due date
All of the above
Policyholder mentions they were recently married but is the only listed driver on the policy.
The policyholder mentions they recently moved in with their significant other.
The policyholder calls to update their address because they recently moved out of their parents house and will now be living alone.
The policyholder calls to add a vehicle to the policy that is titled in their childs name.
Send an email to the Rate Examination Team (RET)
Inform your supervisor