Web Enrollment System Process
Web Enrollment System Process
The following steps are required when processing Web Enrollments.
1. The client’s agent will log onto Cinch’s Agent Web Portal.
2.
Click on the desired plan based on the campaign offerings
3. Enter the Customer & Payment Information
4. Enter the Customers Information, and confirm if they have an alternate billing or mailing address.
5. Enter the customer’s credit card information.
6. The acknowledgement must be read verbatim and the statement must be delivered slowly.
7. Click on the check boxes to confirm customer agreement to the acknowledgement statements.
8. Click on the “Next” button to complete the enrollment.
9. Review the Order Summary
10. Review the information
11.
Click on the “Place My Order” button to proceed to the
confirmation page.
12. Review the Order Confirmation
13. Inform the Customer they will receive an email confirmation within the next 24-hours.
14. The confirmation email will include the enrollment summary information and the plan number.
FAQ's
Related Articles
Open Direct Warranty (ODW) Definition, Requirements & Enrollment System Process
Enrollment Definition An Open Direct Warranty is available to existing homeowners not purchasing or selling their home (i.e., when the home is not listed for sale or the home was purchased more than 30 days ago.) The warranty is purchased outside of ...BDW-Enrollment System Process
Buyer Direct Warranty (BDW) Enrollment System Process 1. Obtain and write down the property address and conduct a search prior to processing to prevent duplicate enrollments. 2. If no records are generated, continue with the enrollment. (if ...Enrollment Procedures (Retention Department)
Under no circumstances do we convert a Sears Warranty to a Cinch Warranty or Vice-Versa Most third party sales are attained either from telemarketing or direct mail campaigns. During a campaign, we work with the client to select a number of credit ...Cancel Contract System Process
When a customer requests to cancel remember to use your AIM to Save Rebuttals. Save Offer/Cancel Contract is used to assist with retention efforts by displaying an Offer Incentive, and moving forward with cancelling the contract if the customer ...Buyer Conversion Warranty (BCW) - Enrollment System Process
Buyer Conversion Warranty (BCW) - Enrollment System Process If the seller’s coverage is expiring prior to the closing date, it must be extended. Use the closing date as an extension date. (see Seller Extension module for further instructions) ...