11 Questions
What is the primary role of the department in client termination?
Ensuring a smooth and ethical transition
In the Weekly Drop Review, what does the department do after receiving reasons for the potential drop from the secondary or CH?
Review the case, develop a strategy, and document the review
Which of the following conditions is NOT considered a potential indicator for a drop according to the formula?
Having UM/UIM coverage
Why is it essential to document all decisions and discussions regarding the drop?
To protect the firm
What is the final step in the process if the department doesn't see potential in a case?
Instruct CH to proceed by sending a drop request
What is the primary advice when informing the client about potential challenges?
Communicate challenges and avoid false promises
.According to the provided formula, which situation may suggest a potential drop?
No information of an existing policy from the defendant
After sending a drop request, the phase should be changed to "Closed/Dropping."
False
If you believe the case should be dropped, you can send a drop request right away.
False
What is a potential indicator for a drop based on the formula?
Client not wanting to proceed anymore
What is the first step in identifying a drop?
Review the client's file
Test your knowledge of the client termination process by answering questions about the department's role, conditions for potential drop indicators, documentation importance, and client communication advice.
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