Insurer refund = CANC on AA screen.
Reclaimed Inception Discount: DISD or COMD on AA screen.
Commission/Addons Credit = LEGC/FEEC/CRDI on the AA screen (add all of these up and put total amount in).
Cancellation Fee = FEE (£45.00/£25.00) if charged on AA screen.
Outstanding Balance of Finance Agreement = CLAW/Cancellation amount on CPF (under transactions tab). If no loan set up yet, then it will be the CRED shown on AA at inception.
Payment received = CRCD/CASH/CARP/XFRC/CRMN (taken after cancellation).
DSAVE.DOC and SAVED.DOC rules:
When to send a SAVED.DOC
- When processing a failed online MTA on inbound calls/call backs.
- When resolving the reason for the RTA and removing the RTA.
- When re-instating policies.
- When convincing a customer not to cancel a policy after calling in to cancel e.g policyholder calls in to cancel due to sale of vehicle, but you manage to convince them to do a COV when they get a replacement vehicle. Please diary these in your name to call back and process the COV or the policy will need to cancel if the COV is not done. Saved.doc must only be sent once the COV is done.
When to send a DSAVED.DOC
- When the full outstanding amount is collected on a policy that you are cancelling with the policyholder on an inbound call/call back.
- When the loan is out of the payment cycle and the estimated amount that was collected was correct. If there is a difference in the outstanding amount and you collect it from the policyholder you may also send a dsaved.
- When the policyholder calls in to dispute/complain about the outstanding amount and you manage to explain it and collect payment.