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This workflow template illustrates the reception of incoming calls and requests from current policyholders to assist with account updates, payments, insurance policy inquiries, account modifications or status updates. Purchase and download this template in PDF, Visio (VSD) and PowerPoint formats. You can customize it to fit your own organization, or simply use it to better understand the In-Force Customer Service (General) process.Download a Free Sample of this Workflow Template
What is In-Force Customer Service (General)?
In-Force Customer Service (General) is a process that involves the reception of incoming calls and requests from current policyholders to assist with account updates, payments, insurance policy inquiries, account modifications or status updates. This process includes the reception of customer calls, customer issue resolution (if the Customer Service Representative is unable to resolve the issue, escalation may be necessary) and account processing (all changes made to the account must be noted).
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the In-Force Customer Service (General) process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the In-Force Customer Service (General) process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.