After the call

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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.

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