Case Process
Clients
Phone System
Resources
Telecommunication
100

This case process and type is used when a traveler reports an injury during their trip and wants to return home

What is Medical?

100

A call comes in on the AGIA skill. We refer to ourselves as...

What is Emergency Assistance Plus?

100

When taking your scheduled 15 minute break, you should use this availability code

What is UNAVAILABLE: Break?

100

This resource can be helpful for locating COVID Testing Sites

What is TrustAssure/IAG Globus TrustAssure App?

100

This is important to express at the beginning of a call, especially when a traveler experiences a medical emergency or reports a death of a traveler

What is Empathy?

200

This case process/case type is used when a traveler requests assistance with a medical referral and a GOP

What is GOP Medical Expense?

200

This client asks us to connect to their on call coordinator after business hours for medical transportation cases

What is Medjet?

200

Everyday at the beginning of your shift, you must log into this app

What is MAX Agent?

200

This resource contains helpful information about clients, case process, and more

What is the On Call Guide?

200

To put someone on hold, we should first do this

What is ASK the caller if we can place them on hold?

300

Part of the Medical Case process, this should occur when a traveler is hospitalized outside of the United States

What is Medical Triage?

300

This corporate client has access only benefits, no paid services

What is Life360?

300

When you have a phone problem (dropped calls, agent leg issues), you should document your issues here

What is the Troubleshooting Disposition in MAX agent?

300

This group of people works in Operations and will be your first stop for questions regarding your cases after graduation

What are the SACs?

300

On an Outbound Call, we should confirm this before continuing with our call

What is the traveler/caller's name?

400

This is required to be entered before the end of your shift for cases assigned to you

What is Next Steps?

400

This client emails their notice of case and typically requests assistance with a referral and GOP; they have special field in the HUB that must be completed when opening the case

What is INTAC?
400

This should be completed at the end of a call for some clients when we receive a misdirected call, rather than opening a new case.

What is Misdirected Disposition?

400

This Knowledge Article provides the log in details for our client portals and other resources, like IAG Globus

What is the Log Ins & Passwords Knowledge Article?

400
If you must leave a voicemail, you should document it in your case using this Reason for Activity

What is Left Voicemail?

500

This is needed before requesting/making payment for any expenses on a case

What is Supervisor Approval? (Client approval may be needed depending on the client)

500

This client requests our assistance with handling claims related questions/calls during CAT events, like hurricanes and other natural disasters

What is Trip Preserver?

500

You do this when a call drops or is just dead air

What is use the Troubleshooting Dispositions and call the caller back?

500

An Aetna Student Health student needs their dorm items shipped home following a medical evacuation. We use this company to assist with shipment...

Who is Luggage Free?

500

Before closing your call, you should ask this to confirm understanding

What is the Final Checking Question?

Examples: 

Is there anything else I can do for you?

Do you have any other questions for me?