Need notification of RPUing on Insurance side of pre need during charge back period.

For contract FA1382550 we sent out a pending lapse letter with a lapse date of 12/10/16. On 12/02/16 the insurance side RPU'd due to not receiving a full payment but the pre need side still showed inforce. The agent still thinks they have until 12/10/16.  During the charge back period the agent's commissions will be affected if the contract goes RPU. This agent called in because she didn't understand why she was charged back.

  • Laurie Burton
  • Dec 6 2016
  • Planned
I need it... Yesterday (let's go already)
  • Attach files
  • Guest commented
    December 6, 2016 17:57

    Yes, since we would charge back the agent on both sides (lapse on preneed or RPU on insurance side) we should be notifying the agent accordingly, especially if it is during the charge back period.

  • Admin
    Kyle Swearingen commented
    December 8, 2016 20:03

    how would you like to notify them?

  • Admin
    Kyle Swearingen commented
    December 12, 2016 21:39

    Any new ideas on how you would like to notify them?

  • Teresa Mansker commented
    December 12, 2016 21:43

    We would like a letter to generate and can be delivered to the agent's method of delivery.

  • Laurie Burton commented
    December 13, 2016 14:50

    Would like to generate a pending RPU letter and notify them by their preference. Either by mail or email. 

  • Admin
    Kyle Swearingen commented
    December 19, 2016 15:33

    Notify them by sending them the letter?

  • Teresa Mansker commented
    December 19, 2016 15:39

    Yes, please.

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  • Laurie Burton commented
    December 20, 2016 14:38

    Yes. I would like to notify the agents with a pending RPU letter according to their preference; email or mail.