Workflow Templates: customer inquiry checklist

Collect customer's full name and contact details

Verify customer's policy number and coverage details

Determine the nature of the inquiry

Check for any previous interactions or inquiries from the customer

Assess the urgency of the inquiry

Review the customer's current policy and coverage limits

Confirm the effective dates of the policy

Identify any exclusions or special conditions in the policy

Discuss any recent changes to the policy with the customer

Determine if additional documentation is needed for further verification

Provide a clear response or solution to the customer's inquiry

Explain any necessary actions the customer needs to take

Schedule a follow-up if further action is required

Document the inquiry and resolution in the customer's file

Ensure customer satisfaction and address any additional concerns

customer inquiry checklist