Received Money / Missing Information

But missing information needed to order


There are times where we will receive a payment to start insurance, but we do not have enough information to strata the insurance policy.

First, we must do all we can to avoid this problem.
If a person tells us they are going to send in money, make sure we take an application while they are on the phone.

1. If they are an “Old Customer” pull the file, see if we have all of the information, we might be able to answer the question.
2. Call the prospective customer for the missing information.
3. If you cannot reach, leave a detailed message. Do NOT just say “Call Urban” the customer will call back and the person taking the call will have no idea why the person is calling.
4. If we have a job # or a Cell # call those as well.
5. If the prospective customer gave us a fax number, then fax a note requesting the needed information (use our already preprinted sheets).
6. If we have an email address, and you were not able to get them by phone, then send an email request asking for the missing information.

We must make a distinction between a person sending in a check, and someone that paid us credit card. If we charged their card that is the same as cashing their check on giving them PROOF, in those cases we must credit back their card till we have all needed info to start coverage.

Finally we can put this sheet into the FOLLOW-UP Folder with a detailed note.