CALL TEMPLATE

For regular calls:

Phone Number:

Spoke with:

Property Address:

Mailing Address:

Email Address:

Payment Method:

Mortgagee:

Caller Verified: Y

CALL DESCRIPTION

Call Reason:

Resolution (Actions Taken):

OTHER INFO

Portal/App/FAQ: Y

Transfer from: NA

Transfer to: NA

Branded: Y

For Cancellation:

Cancellation effective date: – Validated

Address for refund and cancellation docs: – Validated

Cancellation reason:

Confirmed refund method with insured:

Amount of refund:

Refund processed:

Cancelation effective date: – Validated

Address for refund and cancellation docs: – Validated

Cancelation reason:

LENDER

Policy Number:

Phone #:

Title Company/MTG :

Spoke with:

Verified:

Branded:

Need of call:

Resolution:

AGENT

Policy Number:

Phone Number:

Spoke with:

Verified: Y/N

Agent is listed: Y/N

Branded: Y/N

Need of Call:

Resolution: