Is already subtracted from the adjusted minimum due.
Is already subtracted from the amounts on the cancel letter.
Is the amount owed for fees.
Monthly premium breakdown for all policies on the account.
Policy out of force date.
Adjusted minimum due.
Give 15 days notice
Request 3 months of premium.
Need to be paid by credit card.
Are effective the date they are mailed, which includes the 7 day grace period.
Ask for three months premium.
Do not include an amount due.
Commercial Farm Ranch
I can accept a payment for a modal premium on an Advance account.
I need to connect the caller to someone trained in Advance if the caller wants to make a payment.
Payments for Advance accounts can be done by automatic deduction only.
After the call ends, you should select 'confirm caller' .
You should select 'confirm caller' directly after verifying the caller's information.
You should select 'confirm caller' when wrap up code box is displayed.
Coverage Summary letters
Debit/credit card information
If requested and no fees have been removed in the last 12 months.
Anytime you see one.
If requested and no fees have been removed in the last 6 months.
A business policy cancelled 25 days ago for non-payment.
A boat policy cancelled 91 days ago for non-payment.
An auto policy cancelled 30 days ago for non-payment.
The U356 letter amount includes the $25.00 RBI fee.
The U356 letter offers the option to reinstate/reissue.
The U356-2 letter is only sent in the state of Georgia.
Arizona, Nevada, Utah, Washington & Georgia
Idaho, Nevada, Utah, Washington & Georgia
Idaho, Nevada, Utah, Washington & Minnesota
Unlock a locked account.
Unregister an account from online billing.
Look up a new agent for a customer.
Register an account
Unregister an account
Set up a payment method
Contact's name, billing account number & explanation of call including any action taken
The billing account number, the reason an action was taken and debit/credit card information.
The fact that you provided the insured with proof of insurance, the billing account number and the caller's name.
I can provide proof of insurance for a personal or commercial farm ranch policy.
When sending proof of insurance via email, the email disclaimer must be read.
A coverage summary letter will include proof of insurance cards.
Checking or savings.
The agent only.