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How to locate Dormant Letters sent to Client

March 6, 2023
March 29, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status, Document Requests, Special Request
Dormant, Dormant Account, dormancy, Dormant Letter
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CX Specialist can locate these letters in the following folder:

Quontic Operation Folder – Quontic Operations Documents – Dormant Letter – Letter Sent [Year letter was sent] – Locate Customers Name

If the letter is not in the Dormant Letter Folder, reach out to DBO for assistance.