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Internal Help Types: Zendesk (Billing/Contracts (Refund Request/Freeze…
Internal Help Types: Zendesk
Tier 2 Support Items
Reports ::Assigned Akhil
Reports:: Quote Accuracy/Product Logic
Reports::Customize Template Request
Reports::Illustration Accuracy (Perm USA)
Reports::Bug Reported
Reports::Last Refresh of Chart Info (Report Age)
Carrier::Assigned Viraj
Carrier Logins::Tier 2 Customer Action Required
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Inaccessible Policy Listing
Missing DOBs
Carrier Logins::Tier 2 Carrier Website Action Req.
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Reactivate credentials
Link Activation
SSN or other Site Security Setup
Carrier Logins::Bug Reported
Policy Data Issues::Assigned Viraj
Data:: Last Refresh of Policy Info (Policy Age)
Data:: Export Request
Data Policy Quality (Missing/Incorrect)
Product Logic Issue
Data::Bug Reported
Data::Sub-Account (Updates/Advisor Transfer)
Tier 1 Support Items::Assigned CSM
Account Inquiry General
How To/Training
Other::More types to be added upon analysis
Call Back Request
IFP Main Password Reset
Client Action::Assigned CSM
Carrier Logins::Tier 1 Customer Action Required
PL/BOB Required
Security Questions Required
Follow-up on Tier 2 Identified Customer Actions
Follow-up on Tier 2 Identified Carrier Website Action
Select Advisor Codes
Billing/Contracts
Refund Request/Freeze Billing
Invoice Copy or CC Update
Contract End Date Inquiry/Cancellation Request
Contract Upgrade Inquiry (Perm/Sub-Account/Add Policies)