Please enable JavaScript.
Coggle requires JavaScript to display documents.
Source = Upsell & Stage = Pre Quote Page (Not Interested (NI-Wrong…
Source = Upsell
& Stage = Pre Quote Page
Call Back
Call Back
SMS
SMS flow as mentioned above will follow
E-Mail
E-mail flow as mentioned above will follow
Call Later
SMS 1
SMS flow as mentioned above will follow
E-Mail 1
E-mail flow as mentioned above will follow
Customer Not Available
SMS
SMS flow as mentioned above will follow
E-Mail
E-mail flow as mentioned above will follow
Do not call Will Buy Himself
SMS 1
Read
Is the dispostion
or stage change
Yes
Process of that stage and
dispostion will follow
No
Voice Blast(IVR) 1
Is the dispostion
or stage change
Yes
1 more item...
No
1 more item...
Not Read
E-Mail 1
Read
Is the dispostion
or stage change
Yes
Process of that stage and
dispostion will follow
No
Voice Blast(IVR) 1
Is the dispostion
or stage change
Yes
1 more item...
No
1 more item...
Not Read
Not Interested
NI-High Premium
After 45 Days
SMS 1
Read
Is the stage or
dispostion changed
Yes
Process of that stage and
dispostion will follow
No
SMS2
Read
1 more item...
Not Read
1 more item...
Not Read
E-Mail 1
Read
Is the stage or
dispostion changed
Not Read
E-Mail 2
Read
Is the stage or
dispostion changed
Yes
1 more item...
No
1 more item...
Not Read
Closed
NI-Already Bought from ABHI
Upsell Communication will be triggered
post 45 days of policy issuance
SMS
SMS flow mentioned in call back will follow
E-Mail
E-mail flow mentioned in call back will follow
NI-Insured from Employer
Upsell retail products
SMS
SMS flow mentioned in call back will follow
E-Mail
E-mail flow mentioned in call back will follow
NI-Do not call
No SMS/Mail
will be triggered
NI-Wrong Number
No SMs will be triggered
E-Mail 1
E-mail flow mentioned
in call back stage will follow
NI-Insured from other insurer
Upsell other products
SMS
SMS flow mentioned in call back will follow
E-Mail
E-mail flow mentioned in call back will follow
Not Contacted
Ringing
SMS 1
SMS flow as mentioned above will follow
E-Mail 1
E-mail flow as mentioned above will follow
Switched off
SMS 1
SMS flow as mentioned above will follow
E-Mail 1
E-mail flow as mentioned above will follow
Not Reachable
SMS 1
SMS flow as mentioned above will follow
E-Mail 1
E-mail flow as mentioned above will follow
Invalid Number
SMS
No SMS trigger
E-Mail 1
E-mail flow as mentioned above will follow
Number is busy
SMS 1
SMS flow as mentioned above will follow
E-Mail 1
E-mail flow as mentioned above will follow
Language Barrier
Tamil
Voice Blast(IVR) -1
with a option to get
Pre-quote link
Is the stage or
dispostion change
Yes
Process of that stage and
dispostion will follow
No
Voice Blast(IVR) -2
with an option to
get pre-quote link
Is the stage or
dispostion change
Yes
Process of that stage and
dispostion will follow
No
Voice Blast(IVR) -3
with an option to
get pre-quote link
1 more item...
Telugu
Kannada
Malayalam