HiddenATP Email HiddenUser Type HiddenUser Type Hiddens3email Hiddenfirstname Hiddentext Choose your agent:Please fill out other fields.Which "BOD Payments" tasks are you working? Late Payments / Cancellations Late Payments - Mortgage Company Billing - 2nd Notice Billing - 3rd Notice Account Closed - Transferred SFPP Returned Payments / Financial Account Info Inactivated SF Billing Account Migrated with a 3rd Party Payor BOD Migration Alert - SFPP account remains open after SF Billing Migration Account Closed - Other Click on the person's name to get into the ECRM household. Is there a Service Task already there for this returned payment? Yes No Close the Service TaskThe returned payment is already being worked off of the existing Service Task! 1. Send "Returned Payment" Email Template 1. Send U04S from ECRMTeam Member Trainer Instructions 's Email Template Returned Payment (SMS=retp) 's Email Template Returned Payment (SMS=retp) 2. Send SMS Template: RETP = Returned Payments This is a friendly notice that your recent automatic payment was not successful. Please call our office at your earliest convenience to make the payment — Thanks. 2. Send SMS Template: RETP = Returned PaymentsThis is from 's State Farm office. This is a friendly notice that your recent automatic payment was not successful. Please call our office at your earliest convenience to make the payment — Thanks. 3. Set 10 Day Pend to Follow Up on PaymentWipe out the bad information and leave good bread crumbs for where you are in the process. Be sure to start with "BILLING: " in the subject line so the filters pick it up on the Forms List View. Click on the person's name to get into the ECRM household. Is there a Service Task already there for this payment reminder? Yes No Close the Service TaskThe returned payment is already being worked off of the existing Service Task!1. Send "Late Pays - 1st Notice" Email Template1. Send U04S from ECRMTeam Member Trainer Instructions 's Email Templates Late Pays - 1st Notice (SMS=pyb1) Late Pays - 1st Notice (late fee) 's Email Templates Late Pays - 1st Notice (SMS=pyb1) Late Pays - 1st Notice (late fee) 1. Send "Late Pay – Mortgage Company" Email Template 's Email Template Late Pay - Mortgage Company 's Email Template Late Pay - Mortgage Company 2. Send SMS Template: Late Pay – Mortgage Company We were notified that your mortgage company has not paid your insurance premium yet this year. Please let us know if we need to make any updates on our end. If not please call them to release the payment. Please call our office or pay online at http://st8.fm/sfpay.2. Send SMS Template: PYB1 = Pay Your Bill - Late Pays 1st Reminder Friendly reminder that we have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay.2. Send SMS Template: PYB1 = Pay Your Bill - Late Pays 1st ReminderHi XXXXX - This is from 's State Farm office. Friendly reminder that we have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay.3. Set 10 Day Pend to Follow Up on PaymentWipe out the bad information and leave good bread crumbs for where you are in the process. Be sure to start with "BILLING: " in the subject line so the filters pick it up on the Forms List View.1. Send U04S from ECRMTeam Member Trainer Instructions1. Send "Late Pays - 2nd Notice" Email Template 's Email Templates Late Pays - 2nd Notice (SMS=pyb2) Late Pays - 2nd Notice (late fee) 's Email Templates Late Pays - 2nd Notice (SMS=pyb2) Late Pays - 2nd Notice (late fee) 2. Send SMS Template: PYB2 = Pay Your Bill - Late Pays 2nd Reminder REMINDER: We have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay. 2. Send SMS Template: PYB2 = Pay Your Bill - Late Pays 2nd Reminder Hi XXXXX - This is from 's State Farm office. REMINDER: We have not received your insurance payment yet. Please call our office or pay online at http://st8.fm/sfpay. 3. Set another 10 Day Pend to Follow Up on PaymentSimply add the date you sent email 2 and text 2 to the subject line and move the due date out another 10 days.1. Call customer to ask them to pay their bill!Most likely, you will have to leave a voicemail like this: Hello, Mr/Mrs. __________________________? This is from your State Farm office. I am calling with a friendly reminder that your account is past due in the amount of __________________________. Please give us a call back if you would like to pay with a credit or debit card over the phone, you can also log on to the App or statefarm.com to make the payment. Please disregard this message if you have already made the payment. We appreciate your business and will talk to you soon. 2. Send "Late Pays - 3rd Notice" Email Template2. Send U04S from ECRMTeam Member Trainer Instructions 's Email Templates Late Pays - 3rd Notice (SMS=pyb3) Late Pays - 3rd Notice (late fee) 's Email Templates Late Pays - 3rd Notice No Auto (SMS=pyb3) Late Pays - 3rd Notice No Auto (late fee) 's Email Templates Late Pays - 3rd Notice (SMS=pyb3) Late Pays - 3rd Notice (late fee) 's Email Templates Late Pays - 3rd Notice No Auto (SMS=pyb3) Late Pays - 3rd Notice No Auto (late fee) 3. Send SMS Template: PYB3 = Pay Your Bill - Late Pays 3rd Reminder FINAL REMINDER: Your coverage has lapsed due to a nonpayment. Please call our office or pay online at http://st8.fm/sfpay. 3. Send SMS Template: PYB3 = Pay Your Bill - Late Pays 3rd ReminderHi XXXXX - This is from 's State Farm office. FINAL REMINDER: Your coverage has lapsed due to a nonpayment. Please call our office or pay online at http://st8.fm/sfpay. 4. Update the subject line with what you did & close the task.This ends the chase for the payment. You will want to have clear notes on all of your attempts in case you have to defend your office practices later on.Close the TaskThe notice means the SFPP account was transferred out of state to another office.Send FYI Email & Close the TaskThe notice means the customer uses their bank's Bill Pay feature to pay State Farm. They need to update their account number. Send "Update Bill Pay" Email Template 's Email Template Update Bill Pay 's Email Template Update Bill Pay Close the ECRM TaskThis means that the SFPP account remains open because there was a Life or Health policy on it. The P&C has moved to a new SF Billing account, and the SFPP will remain open until the life and/or health policies move over in 2024. The customer will have 2 accounts with the exact same payment information. Extra Credit: Send "Billing Migration - Updates" Email Template 's Email Template Billing Migration - Updates 's Email Template Billing Migration - Updates Close the Service TaskThis notice is simply an unnecessary notice that the SFPP account has closed (and the SF Billing account is active). If you have pros in your office, there is a setting in ECRM where you can automatically close this task so you never see it.