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Introduction to Thought Express and the Service Delivery WOW continued.
This week we'll cover:
Introduction to Thought Express (TE), our policy administration system (PAS)
Contract Enquiry (TE)
Checking the details of a policy on the PAS
Service Delivery WOW continued
First line support
Service Delivery WOW continued
Escalations and hand-offs
Missed Premiums and Payment arrangements (TE)
Checking for missed premiums on a policy and arranging for adhoc and double debits.
Party Amendments and Objects on Contract (TE).
Updating the basic details of parties on the policy.
Practical application of what we've learned so far.
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