General Processes

  • Data processing

    • Data entry

    • Data Migration

    • Data updates

    • Data cleansing and validation

      • Removing unwanted details
         

  • Document Processing and Management
     

  • Report generation and aggregation

    • Taking reports from multiple systems and aggregating them together
       

  • Appointment scheduling and follow up
     

  • Credit checks
     

  • Customer service

    • Having all information from various systems ready at a glance when a customer calls in

    • Organizing, answering, dispatching, and elevating customer queries by email or other platforms

    • Service requests and scheduling

    • Price match validation

    • Renewal notices
       

  • Storing and organizing customer information
     

  • Forms processing
     

  • Customer due diligence and background checks
     

  • Online registrations from customers into core systems
     

  • Competitive pricing and monitoring of competitors' pricing
     

  • Process monitoring and optimization
     

  • New customer welcome packages
     

  • Updating inventory records
     

  • Fraud detection
     

  • Giving customers access to internal systems safely and securely
     

  • Weekly report generation that emails to manager / director