Page 36 - Sales and Operations Handbook for Managers.pdf
P. 36
Let the DSM know about the discrepancy and add a note to
the Correction Error Log. If not, post the payment to the
carrier website and create a sweep adjustment as indicated
below on Insurance Pro.
Click on the
pencil to open
the Sweep
adjustment box.
Next determine if the cash in the office is matching
in Insurance Pro.
