I’m planning a 45-minute micro-session on pre-existing condition waivers and look-back periods — would that be useful for your teams? Most carriers require purchase within 14–21 days of initial deposit to secure the waiver; I still see avoidable denials when that window is missed by even two days, and I want to help tighten that risk.
I bake the deadline into the quote and invoice — our CRM auto-calculates the ‘14–21 days’ from the first payment and displays “Waiver valid until Tue 11:59 pm,” plus we fire a same-day SMS nudge; that alone cut our avoidable denials in half. If you can fit it into the 45 minutes, a quick segment on mapping ‘initial deposit’ to each carrier’s definition and leveraging the free‑look to buy‑now‑cancel‑later would be great, since a few count the first supplier payment rather than the client’s deposit.
Quick win: teach “the waiver clock starts at the first dollar paid to anyone,” including FCCs and agency fees, and practice timestamping that date in the PNR — think Cinderella: after midnight, no waiver. Building on @liam_travels56, add a day-12 rescue task with a one-click ‘place policy for current deposit, adjust later’ step; small caveat: they must insure the full nonrefundable cost by final payment or the waiver can be void. Would you include a slide on split payments and schedule changes that don’t restart the window?
Add a 1‑page look‑back matrix (60/90/180) and clarify ‘calendar days, not business’ for the 14–21 window. Want my template?