Telesales and Retention Call Escalations
Requests to speak with a Supervisor received by a TS&R associate should be handled as follows:
- Attempt to De-escalate
- Try to resolve the issue with the caller.
- Contact a supervisor for guidance if needed.
- Claim Related Issues
- Warm transfer the caller to a Customer Service Agent.
- Inform the Customer Service Agent of the request to speak to a Supervisor.
- Document the request in the Communication History Log.
- If the issue cannot be de-escalated
- A supervisor must take over the call when available
- If no supervisor is available, submit a Supervisor Call Back Follow-Up Request in QuickBase (BPO agents email your supervisors).
- Tell the caller that the turnaround time for a callback is 48 hours.
- If the Supervisor cannot resolve the issue, they must contact the TS&R Management Team for assistance through phone, chat, or email.
If a customer threatens BBB, to contact a lawyer, and/or social media platforms, the agent should notify a supervisor and document the account accordingly.
This process does not apply to the following escalation types:
- Medical Emergency Protocols
- Potential Risk to Customer or Service Professional
- Cinch Media Policy and Guidelines
- Call from an attorney
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