Start using this Workflow
customer inquiry checklist
Initial Customer Information Gathering
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
Policy and Coverage Verification
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
Resolution and Next Steps
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
