The call guide has not changed. What changed is how fast the desk can open the right section, and how plainly the answer says which version it came from. The Member Services Lead on the current-quarter readiness work.
Dana Okafor · Member Services Lead, Harbor Mutual · · 4 min read
Eighty-four renewals due, sixty-two planned contacts, and not one mailbox opened. How aggregate ledgers tell us there is a scheduling decision to make, and why they cannot tell us whom to call.
Dana Okafor · Member Services Lead, Harbor Mutual · · 3 min read
A request is not a reversal, a reversal is not a refund guarantee, and an insurance premium is not ours to refund at all. The returns, refunds and fee reversals policy in plain terms.
Dana Okafor · Member Services Lead, Harbor Mutual · · 3 min read
Four questions turn a number into a quote you can rely on: which sheet, which effective date, which term and tier, and what is still conditional. Here is how to ask them at any lender, including us.
Dana Okafor · Member Services Lead, Harbor Mutual · · 3 min read
A saved rate sheet looks exactly like a current one. The only difference is the effective date, and that difference is the whole quote. Here is why our desk opens the current sheet every time.
Dana Okafor · Member Services Lead, Harbor Mutual · · 3 min read