AppX Retention Action Code Definitions HawkSoft

Account Review

Used to close out the suspense that initiated the Account Review 

Account Review Attempt

Attach your Call Sheet to this activity, you would use this if the client does not answer and you leave a message. Then send the appropriate Retention Email.

Account Review Bad Contact

Attach your Call Sheet to this activity, you would use this if the client’s number has been disconnected or the number in file is incorrect. Then send the Bad Contact Letter in the mail and add a “tag” to the account that updated contact information is needed.  

Account Review Contacted

Use this when you get the client live on the phone. Use this activity to create a suspense of any other items you need to follow up on.

Account Review Completed

Use this when you have completed any follow up items that may have been needed from an account review that was contacted or called back.

Account Review Call Back

Use this code to document the notes from a client who returned your renewal review call. Use this activity to create a suspense of any other items you need to follow up on. 

Increase

Use this code when you increase coverage

Remarket Quote

Use this when you quote a remarket. Attach the quote to this activity.

Remarketing Success

Use this when you get a signed app on a remarket. Attach the new signed app to this activity.

Account Round Quote

Use this when you quote an account round. Attach the quote to this activity.

Account Round Success

Use this when you get a signed app on an account round. Attach the new signed app to this activity.

**Previous Reviewed All <10 months

Use this when you have already successfully completed an account review less than 10 months ago.