Customer Service Filing PDF Review 
Small Business CEO
DECEMBER 15, 2009
Some examples: Customer service calls need to record details about the call and any follow up. If the call is not complete, the “queue&# of open calls needs to be reviewed and worked. Normally, customer service reps have several applications they need to switch between. Customer applications (e.g.
Small Business CEO
MAY 5, 2010
New requests get faxed then emailed to customer service which then inputs the information into the appropriate system, whether that be policy changes into policy administration, benefits questions into follow up logs or new claims into the claims system. Many financial systems have pre-defined interfaces for import files.
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