Assessment for Phase 2 Billing Task Training
Payment Clear date
Payment Issue date
Check was created today from a non-payment cancel in WI
Check was created due to an AZ underwriting termination
Check was created due to a rewrite (cancel code 3-8) in MN
Reason for request
Amount of check
What account was the payment intended for?
Did the payment clear the bank?
Are you sure you made the payment?
What type of payment was made?
Refund the duplicte payment by check
Reverse the debit/credit card payment
Advise the caller the duplicate payment cannot be returned
6-57.78 7-57.78 8-57.78 9-57.78 10-57.78 11-57.78
6-57.80 7-57.78 8-57.78 9-57.78 10-57.78 11-57.78
7-69.34 8-69.34 9-69.34 10-69.34 11-69.34
Policy changes have been done
Correcting misapplied money
Billing months need to be added to the schedule
Required downpayment (RDP) reversal has been done
Per money request eForm released over payment of $ to insured
Per money request eForm contacted Receivables to release refund
Per money request eForm, released refund
Per RDP eForm charge agent $
Per RDP eForm, changed agent charge from $ to $
Per RDP eForm reversed charge of $ to agent
Here's an interesting quiz for you.