CALL FLOW

A professional customer service representative on a phone call, with icons representing safety, policy information, and communication, in a modern office setting.

Master the Call Flow Quiz

Test your knowledge of our call flow procedures with this engaging quiz! Whether you're familiar with the essential steps or just starting to learn, this quiz is designed to reinforce your understanding of critical protocols in handling calls.

  • 10 carefully crafted questions
  • Instant feedback on your answers
  • Improve your knowledge and skills in client interactions
10 Questions2 MinutesCreated by EngagingAgent452
What question do we ask first?
Safety Question
Lock Out Safety Question
Caller's Name
Caller's Phone #
We define NI request
After we ask the Safety Question ...
Ask for text alerts
Ask if they are with the IV
Ask policy#
NI already provided you , the policy# we found it ...
We ask year, make &model of IV
If caller is the one listed in the policy we ask address
We ask if they are the policy holder
We ask policy's holders name
Do we need to confirm cross street?
YES
NO
If the NI is not with the IV ...
We cannot dispatch unattended services
Ask if NI will return
We will need to provide this info to the SP
In which tab we sent the SMS Alert to locate the NI via GPS?
Service Order Tab
Vehicle Tab
Location Tab
It doesn't matter in which tab
When our first SP is a Digital Dispatch
If accepted pop up turns green
If accepted pop up turns red
We have to return to caller & give SP name, coverage, ETA
We have to call SP (green) to confirm service
We have to call SP (red) to confirm service
Can we DD an SO if we have an OOP?
YES
NO
If NI insists getting more quotes (for OOP) how many more SP's we call?
1
3
5
Until NI agrees with OOP
What we offer first?
Courtesy List
No Coverage Program
Call HO to verification
Advise them to call HO and provided phone#
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