Insurance Policy Update Process

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Questions and Answers

What is the number of working days that have passed since the request was made?

  • Less than 3
  • Unknown
  • Exactly 3 (correct)
  • More than 3

What action did the customer service representative take after checking with the admin team?

  • Cancelled the request
  • Expedited the case (correct)
  • Placed the request on hold
  • Rejected the request

What was created by the customer service representative under endorsement?

  • FIX CN
  • PAR
  • CC (correct)
  • Insurance Policy

What is the current status of the customer's request?

<p>In process (D)</p> Signup and view all the answers

What was created by the customer service representative in addition to CC under endorsement?

<p>PAR and FIX CN (A)</p> Signup and view all the answers

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Study Notes

Insurance Period Change Request

  • A customer requests a change in their insurance period but has not received a response.
  • The customer's concern is noted, and the admin team is contacted to expedite the case.

Case Status Updates

  • The case is still in process after 3 working days.
  • An urgent endorsement is created under CC to expedite the case.
  • A FIX CN is created to further expedite the case.

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