Warm and Toasty Transfers
Please DISPATCH when not on a call.
Take a Fnol
In and Out Box 
100

Customer calling SP Team is 45 min late for their scheduled Appt. Who is appropriate to WT to?

Who is the responding franchise?  

100

If a Franchise Is Red Lit 14 what would be the cause?

What is Capacity?

100

Customer Calls requesting service Has a strong Decom odor in home suspects dead animal under home or in wall. What Loss type would the job be?

 What is Odor?

100

This Client sends WO emails from realty services // big center.com

Who is OneMain Financial?  

200

State Farm Adj wants to confirm Payment Received. Who can provide that information?

Who Is Derina Jones 

200

Franchise Declines a Territory lead States they do not want to Red Light because the still want commercial job what are your next steps?

What is Issue an Turndown Infraction?

200

Caller is the cousin of the insured who is in the hospital. They would like to be the POC. How do we reflect that when entering the FNOL?

What is Select Caller Type Other: Other Relative List Callers Info, add Insured Info to Insured and under POC Select Caller checkbox and add comment to notes?   

200

This Managed Client Requires Acceptance of the WO by Clicking Accept above the email text.

Who are CBRE?

300

Franchise has questions about Fees and Infraction charges what is the extension number they should be transferred to?

Who is Lisa Ragland 1432

300

Territory Franchise is Red lit for 16 Who can give Permission to overlook for Dispatch?

Who Is Franchise Business Consultant or FBC?

300

Caller States Damage is to a Commercial Property What Note or Measurement is most helpful to the CCS who will dispatch the Lead?

What is Square Ft affected?

300

This Former CCC Team lead is the Managed Account rep for Toyota.

Who is LaKeisha Pugh?

400

Where do you transfer a Caller that is hostile and demanding he speak to the CEO of the Company?

What is the Customer Concerns Que?

400

Finish this sentence If you are Idle, you should be ….

What is Dispatching!!!

400

Caller is requesting service for C diff Cleaning of their Home what would the Loss type be?

What is Biohazard?

400

This Client Sends requests for Starbucks stores

Who is Umbrella One?

500

Franchise calling wants to check status of their Job file Audit?

Who Is Quality Assurance?

500

Franchise is requesting a Canceled job sent back to them What do we call this process?

What is Reactivating a job lead?

500

If a Customer Calls with an Unusual Request and you’re unsure if the franchise Performs the service, you should Blank ?

What is Take the FNOL?

500

This Residential Insurance Company Prefers to send Requests to inbox over Calling them in.

Who is Lemonade?