CORE PROCESS
Accepting an application
From the incoming application through risk assessment to the decision.
7 steps · 3 lanes
DEPARTMENT
Process templates for Sales
Processes at the customer interface, from first enquiry through quotation to grievance. They share a property that is rarely visible, namely that the customer notices every delay directly.
6 processes
CORE PROCESS
Handling a grievance
From the incoming grievance through review to the response.
6 steps · 2 lanes
CORE PROCESS
Handling customer enquiries
From the incoming enquiry through qualification to the answer.
5 steps · 2 lanes
CORE PROCESS
Issuing a policy
From the accepted application through document creation to dispatch.
6 steps · 2 lanes
CORE PROCESS
Complaint handling
From the incoming complaint through assessment to the resolved root cause.
7 steps · 3 lanes
CORE PROCESS
Recording a claim
From the loss notification through cover check to the opened claim file.
7 steps · 3 lanes