Prijzen Aanmelden Registreren

Categorieën: Alle - process - client - information - procedure

door Mark Cowley 11 jaren geleden

211

INS Workflow (simplified)

The outlined workflow describes a detailed process for managing client cases, starting with the collection and submission of necessary forms. The process begins with the initial referral to the INS team, who send out letters to the client and determine the next steps based on client responses.

INS Workflow (simplified)

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CW team to chase necessary docs & monitor fee savings

Pass to INS for 2nd Ref

Successful 2nd Ref

If DRO:

Experian process

INS apply for Experian report

INS to process paperwork

INS book call to discuss forms with client

Client is uncontactable

INS send forms to client / submit application as necessary

IST: Case transfer / closure process

Chase procedure - loss of contact

CW team to chase missing information

INS Workflow (simplified)

Passed to INS for 1st Ref

Successful 1st Ref

INS: Letter sent to client

Passed to SA if Options Letter required

Successful

Client to proceed with INS route

Client not proceeding with INS route

Case transfer / closure proceedure

Unsuccessful