After the call
Lemonade
Created on September 10, 2024
More creations to inspire you
MAGIC HAT
Interactive cards
MOTIVATIONAL QUOTE CLOUDS
Interactive cards
YOU'VE WON THE RAFFLE!
Interactive cards
GROWING FLOWER
Interactive cards
YOU AND ME CLICK TO ACTION
Interactive cards
DISCOVER THE SECRET CODE
Interactive cards
SONG ACTIONABLE
Interactive cards
Transcript
Click to flip the card
After the Call
After a phone call, there are just a few additional steps you need to take before you can say you're finished:Document, document, document! Make sure you've left your notes in the Comms Timeline about what was discussed during the phone call.Follow up. If you made any promises to of action to the policyholder (i.e. a manager will follow up with them, sending the claim to SLR, doing additional research, etc.), make sure you follow up on that promise.If it was a tough phone call, take a break! Remember! You get 2 15-minute paid breaks, so please use them. Pet a furry/feathery/scaley friend, take a brisk walk, scream into the void, check you pantry to see if any good snacks have magically appeared since the last time you checked, reminder yourself that you're a total bad@$$ and our policyholders are lucky to have you, etc.
back