Below is a list of documents, it includes a small description, method and automatic diary status.
- ADDACS.DOC | Cancellation notice following direct debit mandate being cancelled | Email | SK diary is set for 3 days.
- CERT.DOC | Certificate enclosed | Email | No
- CHASE.DOC | Information request | Email | No
- CONFRM.DOC | Validation is complete confirmed. | Email | No
- CRSGO.DOC | Debt being sent to CRS | Email | No
- DD1.DOC | DD Default Notice of cancellation should the DD not be successful. | Email | SK diary is set for 5 days after re-app date.
- DEBT2.DOC | Chasing o/s after cancellation/debt collection | Email | Ab diary is set for 7 days.
- DEBTD.DOC | Confirmation of payment taken to reduce the o/s still owed following cancellation/debt collection | Email | Follow up diary required
- DEBTC.DOC | Confirmation of payment taken to clear o/s | Email | No
- FREEFO.DOC | Free Type | Email | No
- NCB.DOC | NCB Proof | Email | No
- RTA.DOC | Notice of Cancellation | Email | SK diary is set for 7 days.
- PAY.DOC | Chasing o/s on a live policy | Email | Follow up diary required
- MTA.DOC | Mid Term Adjustment Confirmation | Email | No
- POLCNX.CLI is a Cancellation Confirmation following Client's request sent via email. If there is an outstanding balance an AB diary needs to be set for 1 day.
- POLCNX.RTA | Cancellation Confirmation following RTA | Email | If O/S AB diary is set for 1 day.
- POLCNX.REB | Cancellation Confirmation following Rebroke | Email | If O/S AB diary is set for 1 day.
- POLCNX.VOI | Cancellation Confirmation following Voidance | Email | If O/S AB diary is set for 1 day.
- BACSC.REC | Receipt of a payment to clear o/s | Email | No
- BACSD.REC | Receipt of a payment to reduce o/s | Email | Follow up diary required
- TELEC.REC | Receipt of a payment to clear o/s | Email | No
- TELED.REC | Receipt of a payment to reduce o/s on live policy | Email | Follow up diary required
- INVOIC.DOC | Invoice confirmation | Email | No
- R3.DOC | Refund via Cheque | Email | No
- R1.DOC | Refund via Card | Email | No
- R2.DOC | Refund via Bacs | Email | No
- R4.DOC | Refund via CHAPS | Email | No
- SALES.DOC | Quote | Email | No
- SALES.DOC | Set Up | Email | No
- WEBCNX.DOC | Web validation cancellation confirmation | Internal | No
- KICKED.DOC | Removed from dialler | Internal | No
- NSWEB.DOC | Can't Add Value NS Referral | Internal | No
- INVITE.DOC | Renewal invite | Email | No
- NONINV.DOC | No invite offered | Email | No
- RENRMD.DOC | Renewal reminded | Email | No
- RENWRN.DOC | Renewal lapse warning | Email | No
- LAPSE.DOC | Lapsed | Email | No
- RENDEC.DOC | Auto renewal payment decline | Email | No
- RENPOL.DOC | Renewed policy | Email | No
- RENREQ.DOC | Renewal requoted | Email | No
- RENWEB.DOC | Renewal web validation | Internal | No
- GAP.DOC | Gap policy Sold | Email | No
- OPEX.DOC | Upsold optional extra | Email | No