The customer is inquiring about how to make changes to their policy, such as adding endorsements, additional coverages, or benefits.
Request the Required Add-on:
Ask the customer to provide the specific add-on they wish to add to their policy.
Verify Availability:
Cross-check the available add-ons from the IC (Insurance Company). Ensure the requested add-on is available. If it is not available, escalate the issue to L2 to check with the IC for the possibility of adding the requested add-on.
Escalate to L2:
If the add-on is not immediately available, escalate the case to L2 for further action.
L2 Team will:
Communicate with the IC to confirm whether the requested add-on can be included.
Resolve the issue and revert to L1 within 2 business hours.