Podcast
Questions and Answers
What is the number of working days that have passed since the request was made?
What is the number of working days that have passed since the request was made?
What action did the customer service representative take after checking with the admin team?
What action did the customer service representative take after checking with the admin team?
What was created by the customer service representative under endorsement?
What was created by the customer service representative under endorsement?
What is the current status of the customer's request?
What is the current status of the customer's request?
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What was created by the customer service representative in addition to CC under endorsement?
What was created by the customer service representative in addition to CC under endorsement?
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Study Notes
Insurance Period Change Request
- A customer requests a change in their insurance period but has not received a response.
- The customer's concern is noted, and the admin team is contacted to expedite the case.
Case Status Updates
- The case is still in process after 3 working days.
- An urgent endorsement is created under CC to expedite the case.
- A FIX CN is created to further expedite the case.
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Description
A conversation about requesting a change to an insurance policy and the subsequent follow-up with the administration team.
