Week Five

Thought Express in Depth, Our Support teams, and our Distribution partners

This week we'll cover:

1. Payment Request Control (TE)

• Updating bank details

• Payment date changes

• Arranging for premium skips.

2. Add A Life (TE)

• Adding Family Funeral to a policy

• Shifting Payment Start Date

3. Contract Query - Requirements Enquiries (TE)

• Medical Underwriting and policy requirements.

• Third party payers

4. Support Teams

• Escalating to TechOps

• Escalating and handing off to CRV

• Escalating to Actuarial

5. Distribution and partner queries

• Background on our distribution partners and the partner’s query end-to-end journey across our CRM.

6. Practical application of what we've learned so far.