Commonly accessed procedures

Function Keys Specific to the Latest Customer Coverage Screen Key Name Function F3 Exit Exits the current screen; Escape and returns to the previous level F6 Premium Due Notice Displays PDN informatio...

A new call reason code has been added - "Cancellation - 3rd party PI not available." Use this code when a third party caller wants to cancel coverage on behalf of the PI; however, the PI is not avail...

Billing: Understanding the Pre-pay Screen

Reminder: If a customer is cancelled due to "eligibility processing," the customer may no longer be a customer of the financial institution. Please confirm that the customer is still a member of the ...

First-Time Billing Email Notifications We understand that there can be a time gap of several weeks between enrollment and the first billing. Therefore, the purpose of the first-time billing email noti...

Customer Information Update:
Change of address & phone number

Billing: Understanding the Premium Due Notice (PDN) Screen

List of State Abbreviations

Tools: Definitions