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CRM Knowledge

Call Handling - Cancellations/Reactivations (CRM005)


Content
  • Cancellation Request Types
  • Voluntary Post-Tax Cancellation Request (HH Platform)
  • Voluntary Pre-Tax Cancellation Request (HH Platform)
  • Voluntary Cancellation Request (TPP Platform)
  • Cancellation Requests in Action
  • Policy Reactivations
  • Qualifying Life Events VS Plan Changes
Completion rules
  • All units must be completed
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