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    BPO Policy Change Workflow

    Uploaded by

    erikwilliams0627
    The document outlines the workflow for processing policy change requests at a business process outsourcing company. It describes the roles of account managers and assistants, the seven steps to process a change, and tools used such as Salesforce and TextExpander.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    BPO Policy Change Workflow

    Uploaded by

    erikwilliams0627
    9 views4 pages
    The document outlines the workflow for processing policy change requests at a business process outsourcing company. It describes the roles of account managers and assistants, the seven steps to process a change, and tools used such as Salesforce and TextExpander.

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    BPO

    Original Title

    BPO_Policy_Change_Workflow

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    © © All Rights Reserved

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    The document outlines the workflow for processing policy change requests at a business process outsourcing company. It describes the roles of account managers and assistants, the seven steps to process a change, and tools used such as Salesforce and TextExpander.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    9 views4 pages

    BPO Policy Change Workflow

    Uploaded by

    erikwilliams0627
    The document outlines the workflow for processing policy change requests at a business process outsourcing company. It describes the roles of account managers and assistants, the seven steps to process a change, and tools used such as Salesforce and TextExpander.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 4

    📋

    BPO Policy Change Workflow


    Introduction
    What is an Endorsement?
    Common Endorsement (policy changes) Requests, but not limited to:
    Policy Change Workflow
    BPO Policy Change Queue
    AM/AC’s Role
    Workflow Steps
    Endorsement Tools & Resources
    General Tools
    Training
    Quality Assurance

    Introduction
    What is an Endorsement?

    An endorsement is a change to a policy that can be an exclusion,


    addition, or any other type of change to the original terms of an
    insurance policy.

    BPO Policy Change Workflow 1


    Common Endorsement (policy changes) Requests, but not limited
    to:
    Add/Remove Vehicles/Drivers

    Add/Remove Locations

    Add/Remove Employees/Class Codes & States

    Add Loss Payee (LP), Add Mortgagee, Add Additional Insured (AI)

    Policy Change Workflow


    BPO Policy Change Queue
    💼 Audit Statements (Under Construction)
    💡 Audit Statements are processed through the policy change workflow and
    worked from the BPO - Policy Change Queue

    AM/AC’s Role
    ❓ AM/AC Responsibilities, Expectations, and FAQs for BPO - Policy Changes
    Workflow Steps
    󾠮 Step 1: Receiving & Triaging Endorsement Request
    󾠯 Step 2: Updating exposures (If needed)
    󾠰 Step 3: Requesting Endorsement
    󾠱 Step 4: Beginning In-Dash Workflow
    󾠲 Step 5: Follow Up for Endorsement (If Needed)
    󾠳 Step 6: Endorsement Received
    BPO Policy Change Workflow 2
    󾠴 Step 7: Process/Complete Policy Change
    󾠵 Step 8: Create a Newfront Invoice/Payment Link
    Endorsement Tools & Resources
    🔍 Locating and merging open cases
    ❌ Abandoning cases
    👀 How to Read an Endorsement
    ✉ Common Carrier Endorsement Request Methods & Emails
    📬 On-Demand Document Retrievals
    🔺 Escalation Paths
    ⚒ Creating Child Cases
    General Tools
    SSC Signature Generator

    Salesforce Service Cloud (SSC)

    🪵 Logging emails via Outlook SSC Plugin


    Newfront Dashboard (v3)

    👥 Pod Partners (21)


    TextExpander (TE)

    Text Expander Shortcut Cheatsheet

    BPO Policy Change Workflow 3


    Training
    🎓 BPO Policy Change Training Cases
    📹 Training Videos
    Quality Assurance
    ✅ Policy Change - Quality Checking/Auditing

    BPO Policy Change Workflow 4

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