Replacement Forms when the Customer Can't Locate Policy

What do you guys do when customer only knows the name of current company , what they pay & that's about it

No policy # and they "think" they know the coverage amount , don't know exact date they got the coverage

The company I'm replacing is CFG

I'm replacing them with Trans

If I remember Trans might actually stip me for more info

Obviously we can call CFG on Monday to get info - however I'll need to pump the guy full of red bull to get him energized for a phone call
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