24 Hour Insurance Guide
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CSR Daily / Weekly Tasks


  • Check Extension payments in Authorize.net.
    Apply successful extensions to Goal Form, apply payment on Hawksoft and close suspense.
    Send text to declined payments using EXT DECLINED
  • In Hawksoft, update Unmatched Documents


  • National General ToDo List – Send text message to client letting them know to sign docusign sent.
    Ignore: Proof of continuously licensed required, Annual Mileage
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