Takeover, Mergers, & Acquisitions FAQs, Tips, & Procedures.
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Proof of Enrollment
Proof of Enrollment: Batch Pull Process Explained
Policy Reactivation (Restart)
Process Customers who have had their policy cancel due to nonpayment (usually associated with a no longer valid billing account) are able to have their coverage reactivated by following these steps: F...
Duplicate Certificate Request
GREAT NEWS!!!!! Customers can view their duplicate certificate on fmservice.com!
Do Not Solicit
Procedures for processing a request to stop all mailing - do not solicit - mail suppression.
Claims
It is no longer necessary to read the coverage description when processing a claim as long as you read the customer policy summary at the beginning of the call.
Customers can send us their complete...
Beneficiary
Coverage Type or Coverage Amount Change
Key Words / Phrases Change coverage to family Change coverage to individual Increase coverage Reduce coverage Remove supplemental Frequently Asked Questions I’d like to add my family to my insurance...
Dependent Children Script
Dependent Children Script
Opening
Verification regarding the primary insured's address changed slightly. Remember to always ask the caller for the full address on file for verification purposes.