Account Maintenance
Add Additional Customer to a Contract
Click the Menu Options icon on the TIMX SCM toolbar and select the Customer Maintenance button. The Customer Maintenance screen will display. To add a second name to the contract, complete the second line available at the top of the screen, tabbing ...
Update Zip Code
Updating the Zip code is something that can be done when a mistake is made upon enrollment. It is important to ensure we can send out communications to the customer to ensure they are notified of any changes. Common reasons for updating this ...
Quickbase
QuickBase is an online database that helps business teams collect, manage, and share information. This tool allows the user to create tasks through a queue. QuickBase is used to create documents requested by Brokers, Account Executives, Affiliates, ...
Deceased Customer: Cancellation/Name Change Process for ALL Contracts
This process helps agents complete a cancellation or name change when a customer is reported as deceased. IF a Customer Service Agent receives the call, THEN follow the existing warm transfer process to Cinch Real Estate (HMS) or Retention based on ...
Contract Reinstatement Within 90 Days
Customers may contact Cinch to have their cancelled contracts reinstated (note that only the contract holder can request to have a contract reinstated). Customer Service can only reinstate contracts if they are within 90 days of cancellation and if ...
Change Bill Date
Customers may call in to change their bill due date for any number of reasons. Advise the customer bill dates can only be changed once per contract. Additional changes will have to wait till contract renewal, though exceptions may be made by the ...
Do Not Contact Request
Customers and/or Non-Customers may call in requesting to be added to a Do Not Call List, Do Not Mail List, Do Not Email List, or to request a copy of the Cinch Do Not Call Policy. Cinch is legally required to facilitate Do Not Contact requests within ...