Page 29 - Sales and Operations Handbook for Managers.pdf

Agent DSM Accounting

1.Determine if the
customer qualifies
for a refund by 2. Review the request
contacting the DSM and connect with the
to review request to customer.
provide approval.

4. Review the refund
request form. If the
3. Submit the refund premium needs to be
request form to collected back from
Accounting to carrier, verify the
determine if eligible. amount to be refunded
from insurance carrier.

5. Once the carrier has
processed the refund
amount, give the DSM
the okay to process the
refund.

6. Once approved and
credit card transaction,
go to Authorize.net and
process the refund.

7. Once approved and 8. Mail check to retail
cash transaction, go to store for customer to
Authorize.net the check pick up or send check to
will be mailed to the customer directly for
customer directly. cash refund.