2023 Processing Scorecard

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Across
  1. 3. If there is not a note placed on the associated quote/policy, this could be scored in correlation with ____ Flag.
  2. 4. Did the Representative offer ___ to the insured?
  3. 7. A Processor must ____ all correspondence and images (All NPPI information must be redacted beforehand).
  4. 9. Did the representative inform the caller of the Policy Holder Self Service____?
  5. 11. An example of ownership is processing the request to its _____.
  6. 12. _____ is a resource that can be used by the insured or agents for questions or assistance.
  7. 13. Was the proper ___ utilized as a resource when needed?
  8. 14. To achieve a good customer experience the communication to the requestor must be ____ of any spelling, punctuation, and grammatical errors.
Down
  1. 1. Did the Representative utilize the Distribution ____?
  2. 2. Did the Processor fully ____ prior to processing the request?
  3. 5. Did the representative include the _____ case number in the note?
  4. 6. Did the Processor take all the appropriate actions and provide an accurate _____?
  5. 8. Correspondence should be sent back to ___ requestor.
  6. 10. Did the representative ___ the process correctly and fill out the Appian case correctly?