Documentation Crossword

When quoting to add/replace vehicle, document: VIN, year/make of vehicle if generic rate symbol used, and ____ of quote if appropriate.
You need to document when ________ form is sent
The Interaction Management Client won't function properly when multiple tabs are open if ZOOM is not the first tab and first application. If you’ve opened another tab/application prior to ZOOM, you need to close all tabs, re-launch IE8, and open ZOOM as the first tab. Dragging ZOOM to the first tab does not fix the issue. Zoom needs to be the first ___________ on the task bar after the Start button.
You need to document when generating and/or _______POI/MOI to the caller
Documentation is need when ni does not want to speak with aor for ___________
You do not need to document when the caller was only ________ and transferred to another department (i.e. Titan, PCIO, etc.) and no action was taken on the policy or billing account.
If you navigate from the Notes tab to either Search or Customer Highlights once information has already auto-populated, the data is lost and you’ll need to input the information manually. This is a limitation with ______
MCRs should document when a ___ referral is sent to servicing associates.
A BAM History Comment is needed when ______ money within the account.
Any ________ work with caller via email, OBC, etc. would need to be documented even if no changes were made
When ni request to cancel what is the main thing you should document always?
It is acceptable to add additional notes to the standard form notes for any call type when the situation is more _______ and additional information is needed.
When ni request cancel and you leave vm for aor or send agency notification you will need to ________day/time you attempted to contact aor and phone number and time the member would like to be called back.
When call disconnects and obc was __________ and the reason for the call was resolved, it is not necessary to notate call was disconnected and obc was made.
If coverage is not the same, document the coverages that are specifically different and/or __________ coverages selected
Providing information NOT _______ on the policy and/or billing system will need to be documented (ex. Quote or calculations)
Associates do not need to add ______ notes to describe details of the discussion or processed changes that are automatically documented or visible on the policy or billing account. Unless otherwise noted to document the policy/account is stated on the process page
When ni request to cancel policy and you warm transfer to aor you will need to document what?
You need to document if a call ___________ and OBC was unsuccessful.
__________ processes and information provided during payment calls still needs to be documented (ex: added youthful driver, coverage explanation, etc.)
When making other changes _______ of what auto documents, you will need to document (ex: increase deductible, add discount, etc.)
If the coverage is the ____, document "same coverage/deductibles"
You do not need to document when taking a payment in zoom or sending an _____ through zoom because it auto documents the policy.
A BAM History Comment is needed when a Billing Advantage _______ is taken through BAM and not ZOOM.
What do you need to notate when exclude/delete driver?