Renewal
Renewal System Process & Guidelines (Cinch Real Estate)
Use this renewal process when the customer’s account has expired and they want to renew into the new agreement year or need additional information about the renewal plan. The account CANNOT have an outstanding balance. If necessary, follow the Gap ...
Renewal System Process & Guidelines (Retention)
Overview Most retention-based contracts renew automatically on the effective date. This is shown by a green-highlighted “Y” in the RNWL field. For warranties that expired without automatic renewal, customers can pay any past-due amount within 90 days ...
Non-Renewal - Service Company Option Guidelines
Cinch’s Decision to Non-Renew If Cinch sets an account to Non-Renewal, the screen will display in ORANGE, and the reason will show as Service Company Option. This visual indicator shows that this non-renewal user has been used and that special ...
Non-Renewal Procedure (Retention)
Non-Renewal Reason Codes Non-renewal codes are used to gain insight when customers are requesting their account be flagged as Non-Renewal. There are 12 codes listed, but only select from the top four codes as follows: Non-Renewal Description Reason ...
Non-Renewal Status
Purpose: Ensure consistent understanding of the Non-Renew status by defining its meaning, identifying qualifying scenarios, and guiding compliant agent responses. Overview On occasion, Cinch flags an account or property for Non-Renewal. This status ...
Cinch Real Estate Renewal - Renewal Marketing Request
Cinch Renewal - Renewal Marketing Request This process is used when the customer requests to receive duplicate renewal solicitation pieces. 1. From the Navigation Window, select Request Renewal Marketing Piece. 2. Select the Send Renewal ...
Cinch Real Estate Renewal - Reverse Contract
Cinch Renewal - Reverse Contract Reverse Contract is used to delete/remove an inactive Seller Extension, Buyer Conversion and Renewal requests when it was entered incorrectly, cancelled/withdrawn or the contract failed. 1. From the Menu Options, ...