NOTES

Good Morning! Have a great day!

M.ANOTA:

CSINT0045 Winters4

3P informed PI deceased, cxld pol and sent mails. Suppressed mailings and no claim filed.

3P informed PI deceased, adv that pol was already cxld. Suppressed mailings and no claim filed.

PI asking the status of the pol/ claims, adv info

PI asking details on the pol, adv info and sent dupcert in email

PI asking what is the charge for, adv info and sent dupcert in email

PI want to update bill meth, sent ACF in email

PI want to update bene, sent bene form in email

PI want to cxl pol, declined ret, cxld pol and sent cancellation confirmation in email

PI want to change cov, sent AD006 in email

PI asking about takeover, adv info

PI want copy of the pol, sent dupcert in email

PI want to file a claim, filed CCB/ CPO/ E CPO

PI want to update address/ phone number, updated it

MARKETING

Remaining Break- Lunch-