Page Comparison

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• Ticket naming convention: [Homeowner Name] Notification

• Description: Job Address

• Assignee: Enter Your Name

• Reporter: The caller’s Email

• Request Type: Account Management

• Support Channels: Phone/Email

• Write a Note to the Caller:

Hello,

It was a pleasure speaking with you today. As per our conversation, please respond to this email with a copy of the death certificate and executorship, or estate documents.

Regards,

STEP 5. Email Cassie, Jessie, and/or Herve with ticket details along with the attachments. Provide a link to the ticket.

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Hello,

Please see the attached “Death certificate and executorship, or estate documents” documentation for [Owner Name] and [Job Address]. Please proceed accordingly.

Regards,

STEP 7. Reply back to Homeowner Death - [Homeowner Name] ticket:

Hello,

We have received the documentation and have forwarded it to Account Servicing. They will reach out with the next steps.

Regards,

STEP 8. Close both linked tickets.

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• Description: Job Address

• Assignee: Enter Your Name

• Request Type: Account Management

• Support Channels: Email

• Request Participant: Geralyn Farella

Reply back to Account Servicing:

If the death certificate and executorship, or estate documents are attached, then

“Hello,

Thank you for the documents attached. Please let us know if there is anything needed on our end, in the meantime, I will go ahead and close out this ticket.

Regards”

[Agent Name]”

Close Ticket.

If the death certificate and executorship, or estate documents are not attached, then

“Hello,

Thank you for notifying us about the homeowner’s passing. We will notate this on our end. Please let us know if the reporter will be submitting the death certificate and executorship, or estate documents.

Regards,

[Agent Name]”

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