Lead/Individual Agent Cancellations
- If you receive a ticket with the subject: "Cancellation Request."
- The ticket will assign to Abhinay
- Abhinay will send the canned response: "Agent Membership Cancellation"
- Abhinay will create a task to deactivate in 30 days.
- At 30 days, the ticket generation needs to be completed. Here is the link to do so - Ticket Generation Form (If lead agent: make sure to process tickets for all subs also).
Associate Advisor Cancellations
- We will get a cancellation request from the Associate Advisor or Lead.
- Abhinay will generate the deactivation tickets immediately, there is no 30-day notice for Associate Advisors.
Associate Agency Cancellations
- Cancellation Request will be submitted
- Assign to Abhinay
- Abhinay will double check with Terry on Associate Agency canceling.
- If true, generate tickets on the date they requested the cancellation. There is no 30-day notice for these types of accounts
Terminations (Non-Activity)
We go through every month and check any member on our free plans and check to see if they have any booking activity in the last 12 months.
- Farris generates this report and sends it out by the 20th of every month.
- Relia creates the letters for these people and gives it to Alissa for Joshua to sign them by the 22nd of the month.
- Abhinay creates the list in HubSpot and send an email to the list by the 22nd of the month.
- We give these members 30-day notice. They will be terminated on the 25th-27th of the following month.
- Abhinay will process the terminations on the appropriate date, these deactivations are to be complete same day.
If a member decides that they wish not to be terminated. They will need to switch to a paid plan which can be found at worldviatravelnetwork.com/plans