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The document contains records of insurance policy calls, listing the policy number, caller's name, nature of the query, and advice given. However, most entries are incomplete, with many leaving the nature of the query and advice given fields blank. One entry indicates a caller asked to remove cruise cover and add adventure cover, and was advised to cancel and repurchase the policy. Another shows a caller asking to change their travel end date and being advised to process a $60 payment.

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christopher.balbin
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as TXT, PDF, TXT or read online on Scribd
20 views24 pages

10

The document contains records of insurance policy calls, listing the policy number, caller's name, nature of the query, and advice given. However, most entries are incomplete, with many leaving the nature of the query and advice given fields blank. One entry indicates a caller asked to remove cruise cover and add adventure cover, and was advised to cancel and repurchase the policy. Another shows a caller asking to change their travel end date and being advised to process a $60 payment.

Uploaded by

christopher.balbin
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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========================================

policy: 723888645808
Caller identification:
Nature of Query:
Advice Given:
========================================
policy: 723100775511
Caller identification: Stuart Johnston
Nature of Query: called in add adventure cover and remove the cruise cover in the
policy, ADV that we need to cancel and reissue the policy, explained cancel into
CN, and cancel into refund, stuart, select refund then will purchase a new one,
process the cancellation,and send COI also adv to call if so that sales team
could help him, end of call
Advice Given:
========================================
policy: 723100584079
Caller identification: jeffrey Penza
Nature of Query: called in to change travl end date to 24/08/2023 process payment
of $60.00
Advice Given:
========================================
policy:
Caller identification: anne gordon alan gordon 30/04/1950
Nature of Query:
Advice Given:
========================================
policy:
Caller identification: dayla
Nature of Query:
Advice Given:
========================================
policy: 723100435475
Caller identification: james
Nature of Query:
Advice Given:
========================================
policy: 723000441390
Caller identification:
Nature of Query:
Advice Given:
========================================
policy: FLN1616
Caller identification: mark
Nature of Query:
Advice Given:
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policy:
Caller identification: allen
Nature of Query:
Advice Given:
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policy:
Caller identification:
Nature of Query:
Advice Given:
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policy: 723000469284
Caller identification: Tina
Nature of Query:
Advice Given:
========================================
policy:
Caller identification: rita
Nature of Query:
Advice Given:
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policy:
Caller identification: kiara
Nature of Query:
Advice Given:
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policy: 722000309558
Caller identification:
Nature of Query:
Advice Given:
========================================
policy:
Caller identification: antonela
Nature of Query:
Advice Given:
========================================
policy: 723000590163
Caller identification: kathrine
Nature of Query:
Advice Given:
========================================
policy: 723000708854
Caller identification: cyrene Neculaita
Nature of Query: called in to ask if LAos is covered on the policy? explained how
area map works, then confirm that, Laos is covered in the policy
Advice Given:
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