INS Workflow (simplified)
Passed to SA if Options Letter required
Unsuccessful
Successful
Client not proceeding with INS route
Case transfer / closure proceedure
Client to proceed with INS route
Passed to INS for 1st Ref
Unsuccessful
Successful 1st Ref
INS: Letter sent to client
CW team to chase missing information
Chase procedure - loss of contact
INS send forms to client / submit application as necessary
IST: Case transfer / closure process
INS to process paperwork
INS book call to discuss forms with client
Client is uncontactable
Successful
Experian process
INS apply for Experian report
Unsuccessful
Successful
CW team to chase necessary docs & monitor fee savings
Pass to INS for 2nd Ref
Unsuccessful
Successful 2nd Ref
If DRO: