Wednesday, August 8, 2012
Bonus Rant - Know Your Products
Ok, I have a second rant for you today - this one has to do with the importance of knowing about the products or services you provide. When you work from home, especially when you work as an independent contractor, it's important that you know about the products or services you provide - to some of you this probably seems basic, I know it does to me - but you'd be surprised the number of agents I talk to who don't know what insurance product they're submitting an application for for their client. I could unerstand if it was the applicant calling in, but the agent should know what product their applicant is applying for - so if you work in sales or even in customer service, be sure to do your research on the products or services you provide so you can serve your customers better!
Rant - Why It's Important to Take Note of File Numbers or Case Numbers
It's been a while since I published a post - haven't had much to rant about, plus I've been extremely busy. However, a situation that I went through yesterday did give me another good rant - today's rant is about the importance of taking note of file numbers or case numbers.
Whenever you call a customer service department of a company, or any place else where you may have to call back at a later time, your call is assigned a file number or case number - different companies have different names for the numbers that are assigned. It is very important to take note of these numbers, because if you have to call back, it's much easier for the next person to pull up your information if you have the file number or case number that you were given previously. Of course, most companies know that people are not always going to take note of these numbers, they can also usually pull up your information by your last name or by using other information such as your Social Security number, date or birth, or other information - however if you have a common last name, it may be difficult for the representative to find your information, so please be sure to take note of the number that's provided to you.
Whenever you call a customer service department of a company, or any place else where you may have to call back at a later time, your call is assigned a file number or case number - different companies have different names for the numbers that are assigned. It is very important to take note of these numbers, because if you have to call back, it's much easier for the next person to pull up your information if you have the file number or case number that you were given previously. Of course, most companies know that people are not always going to take note of these numbers, they can also usually pull up your information by your last name or by using other information such as your Social Security number, date or birth, or other information - however if you have a common last name, it may be difficult for the representative to find your information, so please be sure to take note of the number that's provided to you.
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