Related Articles
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 ...
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 ...
T2 Live Transfer from Membership Services
The Membership/Retention department may perform a warm transfer to T2 with a customer that was threatening to cancel their warranty regarding a service job. If you receive a live transfer from an agent stating they are with membership services or ...
Tier 3 Escalations
Most Tier 3 tasks will originate within the Tier 2 team. Once a Tier 3 Task has been created and assigned to the T3 team, it moves into the T3 Team Task List, called a T3 Backlog. T3 tasks will be assigned randomly to T3 Associates using an automatic ...