HiddenATP Email HiddenUser Type HiddenUser Type Hiddens3email Hiddenfirstname Choose your agent:Please fill out other fields.Which "Close Automatically" tasks are you working? Reinstated / Renew (with or without time out of force) HCP Rewrite Good Driving Discount Added Change of Address Report Verified Annual Mileage BOD Migration Alert - SFPP account remains open after SF Billing Migration Account Closed - Other Check ECRM Household for Billing Service Tasks & Mark CompleteThis means a customer has paid their bill, and they either have continuous coverage or time out of force. If they paid online or through CCC, you will need to close out any billing Service Tasks because they are no longer necessary.Mark CompleteThis means a customer has submitted their mileage online. There is no follow up necessary because corporate will update the usage automatically.Close the ECRM TaskThe Household Contact Program (HCP) automatically markets to your book of business. You receive notifications when marketing materials are sent out by corporate. You can filter the list, or close it automatically to let everyone get it.Close the Service TaskThis notice is simply an unnecessary notice that the change of address request is complete. If you have pros in your office, there is no need to double check that EVERY policy had a change of address order submitted. Close the ECRM TaskThis simply means that GDD was added to the policy. Most likely, you will send the Issued Different Email Template to the person who wrote the application.Double check that EVERY policy has a change of address requestSometimes, CCC will only submit a change on one policy, so you need to double check the entire household.Close the ECRM TaskYou should work your NCOA report that comes through Control D on a weekly basis.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.