TIMX SCM Renewal Process

TIMX SCM Renewal Process

TIMX SCM Renewal Process

 
Renewal Requirements
  1. The account cannot have an outstanding balance
  2. Payment must be received within thirty (30) days of expiration date
  3. If payment has not been received thirty (30) days after the expiration date, the plan can be renewed with a thirty (30) day wait.  The customer will not be able to use the benefits for thirty (30) days. This will need management approval
Renewal Process 1


This Renewal process is used when the caller needs additional information on the renewal plan.


1.    From the Enrollment Form screen, verify the customer's information and confirm the renewal.
2.    Click on the Menu Option icon and select the Renewal Calculator to provide the renewal amount prior to processing the renewal.
3. The Renewal Calculator screen will open.  Advise the customer of the available Options/additions/deductible.
4. Select the deductible amount that the customer wishes to have for the contract and click OK.
5. Provide the customer with the renewal amount, including optional and additional coverage, if applicable.  Click on the Renew Contract button to initiate the Renewal.
6. If the caller provides the Renewal Solicitation Piece Code, enter the code in the appropriate field.  Click on the HS Source Code dropdown and select CinchTEL and Save.
7. Pop up message will appear "Warranty will be saved and renewed... continue?".  Select Yes to continue.
8. If options were entered, a pop up message will appear, "Setting Up Renewal Options".  Click OK.

TO ELIMINATE BILLING ISSUES - Be sure to complete the renewal process, including setting up billing, prior to exiting/saving the Renewal.  

If you save and exit the account screen prior to collecting the payment, the payment will not be saved and a manual payment will have to be processed.
9. Click on the Payment tab.  
a. If payment effective today, click Enter Payment Only.
10.  Enter the credit card information.  Click tab, the Amount and Applied will automatically default to the billing frequency previously set up.  Click Save Payment.

Click OK, Approved. Auth code:XXXX.  Provide the Authorization code to the customer, if customer desires.
From the drop down, select Yes, if the remaining installments will be from the same credit card or banking account.  Also, select Yes, if customer wishes to set up for Auto Renewal.
Click OK.

If Renewal has Options, there will be a pop up, "The added options is to be: Paid in Full of Added to Installments", select the appropriate response.
  1. Click No to pop up "Successfully Saved, Exit Now".
  2. Click on the Save icon or diskette and Yes, to save.
  3. Enter appropriate notes in the Communication History Log. 
b. If payment is for a future date, select Update Payment plan/Billing Mechanism
  1. Click OK
  2. The Payment Maintenance screen will open.  
  3. Under Payment Plan section, select the appropriate Payment Method and Payment Plan.  
a. The preferred payment method is credit card and full payment.
  1. Enter the appropriate payment information.
a. The customer Must be advised of the Auto Renew benefit option, when available.  
  1. Click on the down arrow to change to Yes and click OK.
  2. Click OK.
  3. Click Save icon.

Renewal Process 2

1. This Renewal process is used when the caller wants to renew and does not require any additional information.
2. From the Menu Options icon, click on the Renewal tab.
3. If the caller provides the Renewal Solicitation Piece Code, enter the code in the appropriate field.  Click on the HS Source Code dropdown and select CinchTEL and Save.
4. Select Yes to Renew and continue.
5. The renewed warranty will be created and appear on the screen.
6. Collect the credit card payment and save.

TO ELIMINATE BILLING ISSUES - Be sure to complete the renewal process, including setting up billing, prior to exiting/saving the Renewal.  If you save and exit the account screen prior to collecting the payment, the payment will not be saved and a manual payment will have to be processed.

 



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