Customer and Service Provider Conference: Reassignment
During a Reassignment, when calling out to a provider from Extended Zip/Service
Locator or calling for an Emergency/Medical Emergency service request we must
attempt to Conference the Customer with the Service Provider to schedule and capture
the Confirmed Appointment.
SP Local Time frame for outbound calls: 9am - 6pm
To check the local time you can use Google or any search engine and search "[SP's zip code] local time"
To check the local time you can use Google or any search engine and search "[SP's zip code] local time"
If outside the allowed time frame to contact a service provider, assign the job to procure vendor and include in your notes:
"Local time for providers is outside permitted calling time, sent to dispatch"
"Local time for providers is outside permitted calling time, sent to dispatch"
If the customer has an urgent situation, review with a supervisor to see what options may be available. (Emergency line for providers, APO, etc.)
If a service provider requests a Travel Fee, review with a supervisor and notate the amount approved on the job. Process
- Contact the provider using the normal process and ask for
their availability to service the Item in the customer’s Area.
IF they are available to service in an acceptable timeframe based on the item and severity,
THEN ask the provider if you may conference the customer in to schedule their appointment. - Return to the customer and advise them of the appointment
availability and give them the Service Provider’s information.
- Ensure the customer has no further questions and ask if you may
conference them with the provider to schedule the appointment.
Suggested Call Flow
Outbound Call to SP:
“Hi this is [agent name] I’m calling with Cinch on a recorded line which may be monitored to improve quality. May I get your name? I have a customer located in [City and Zip Code] for a [Item needing service, and failure], would you be able to service this request?”
“Hi this is [agent name] I’m calling with Cinch on a recorded line which may be monitored to improve quality. May I get your name? I have a customer located in [City and Zip Code] for a [Item needing service, and failure], would you be able to service this request?”
If No:
Document the reason given and move on to the next SP if one
is listed.
If Yes:
“When is your soonest available appointment?”
“When is your soonest available appointment?”
If Acceptable Timeframe:
Advise SP:
“I will be assigning your company to the job for [Customer Name], may I conference the customer in to schedule the appointment with you?”
Advise SP:
“I will be assigning your company to the job for [Customer Name], may I conference the customer in to schedule the appointment with you?”
If No:
“When
will you be able to reach out to the customer to schedule? Thank you for
partnering with Cinch!”
Advise the customer of the timeframe given to expect a response from the SP and notate on the job.
Advise the customer of the timeframe given to expect a response from the SP and notate on the job.
If Yes:
Place the SP on hold and Return to the Customer.
Place the SP on hold and Return to the Customer.
Advise Customer:
“Thank you for holding, I have located a Service Provider I can give you their name and number when you’re ready… [Provide SP info].
They have an available appointment for [Advise of available appt], May I conference you in with them to schedule your visit?”
“Thank you for holding, I have located a Service Provider I can give you their name and number when you’re ready… [Provide SP info].
They have an available appointment for [Advise of available appt], May I conference you in with them to schedule your visit?”
If Yes:
“Do you have any other questions for me before I conference you in with the Service Provider? Thank you for calling Customer Service (Brand Sears Appropriately), May I place you on hold so I may conference you now?”
“Do you have any other questions for me before I conference you in with the Service Provider? Thank you for calling Customer Service (Brand Sears Appropriately), May I place you on hold so I may conference you now?”
If Customer agrees to Conference: Perform the conference.
If Customer Unable to Conference:
"[Customer Name] You will receive an email with your service provider information, and they will reach out to you to schedule the appointment.”
"[Customer Name] You will receive an email with your service provider information, and they will reach out to you to schedule the appointment.”
Advise the SP:
"The customer was unable to conference at this
time, please reach out to them to schedule the appointment.”
If Appointment Captured, update the appointment in SB, Update the Sub-Status to Confirmed Appointment, and Notate Conference and Appointment Details.
Notate the job with all pertinent information accordingly.
Related Articles
Authorizations Outbound Call Script
An outbound call is required when: A job has been denied/partially denied. Unless CA/IA and NOT an emergency Unintentional disconnect by agent. Unintentional disconnect by caller. Medical Emergency/High Risk updates are available. Non-Covered Charges ...Customer Service Call Flow
Agents are not required to give out their last names. If asked, please respond with the following: "Thank you for asking. I can give you my First Name as well as my Employee ID." (Employee ID = CXone Agent ID) If customer asks why, advise this is for ...Authorizations Call Flow
Call Flow Call Flow: Entering Report & Gathering Information Call Opening & SP Verification “Thank you for calling Authorizations. My name is <Agent Name>. To whom do I have the pleasure of speaking with?” “Okay, great <Caller Name>, and what company ...Reassignment Talking Points
Use the guidelines below to manage customer interactions regarding reassignments: Reassignment Timetable Trade/Product Type Standard Emergency/Medical Emergency HVAC-All Appliance-Refrigerators Plumbing-Water Heaters 2 Days Within 48 Hours ...Tier 2 Call Flow
Agents are not required to give out their last names. If asked, please respond with the following: "Thank you for asking. I can give you my First Name as well as my Employee ID." (Employee ID = CXone Agent ID) If customer asks why, advise this is for ...