In this week’s session we are highlighting the winbacks feature!
We go over how this feature works and walk you through how to upload winbacks into the system.
1. Defining a Winback
2. How the system works
3. Using an Agency Management System Report
4. How to upload a CSV of Winbacks
*Note - You can map all of the following data with a Winback List Import:
Carrier, Items, Customer First Name, Customer Last Name, Customer Name, Business Name, Customer Phone Number, Customer Email, Customer Address, Street Address, City, State, Postal Code, Termination Reason, Termination Date, Policy Original Year, Premium, Policy Number, Policy Type (LOB), Policy Expiration Date.