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I also have created several presentations that I have presented during team meetings.
I noticed that a lot of reps were processing a role incorrectly. What we should do is reset the policy and trick the system into taking the policy back to the effective date or application status in order to change the effective date. This is a 3 to 6 day process. Reps were not sending the memos correctly and the purpose of the memo is to let the customer know we will be taking their payments out of their account on a new date. I did a power point presentation and showed the reps on my team the correct procedure.