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Life BTM Ideas Portal
Created by Joellen Groethe
Created on Sep 13, 2022

Automated email correspondence to writing agent for NTO correspondence

Related to ADO story 65658 - Initial Return of Premium -

When an initial premium returns for any reason and the premium is reversed off FAST we would like an automated email to generate out to the appropriate agent's email advising of the returns premium and due date of such premium in order to continue the policy in force. We need another reminder email 10 days prior to the policy processing the NTO transaction.

We would also like to request a website enhancement to indicate to agents that there is NTO correspondence to bring to light this gap and reduce complaints and reversals of NTO processing due to premium errors. This would provide a better customer experience all the way around.

Please see Joellen or Shawn Elbers for template attachements.

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  • Jenna James
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    Nov 10, 2022