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Claim Specialist
After an email is sent to a Claims Specialist email inbox, a case is created in ZOHO. Follow the steps below to open, review, and close the case in ZOHO. Managers can review the Queue Management article to learn how to update the Claim Specialist ...
Escalation Policy and Guidelines
During the Service Job process, a customer can request to speak to another person if they disagree with the information that was provided, or if they are unsatisfied with the processing of their Service Job. An escalation or complaint is an ...
Priority Escalations Processes
Priority Escalations are those scenarios which go beyond Standard Escalations. These scenarios include: Customer has experienced property damage and has had no response from our Service Provider. Customer threatening to leave a bad review or share ...
Customer Service Escalations
An Escalation or Complaint is an expression of concern, dissatisfaction or frustration with the quality of a product. During the Service Job process, a customer may escalate and request to speak with another person if they disagree with the ...
Assisting Frustrated Customers
Do Don’t Listen to the customer: They may need to vent a little. Take what the customer says personally: Remember, they are frustrated with their Service Job situation, not with you. Take Ownership: Let the customer know that you are the one that ...