2023 Processing Scorecard

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