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Customer Service Workflow (Utility Launch (External Customer Service Tasks…
Customer Service Workflow
Utility Launch
Internal Customer Service Tasks
Billing:
Confirm Flyer Received (by Billing Vendor or Utility) (CSR)
Confirm Utility Billing Software updated with Billing line items for ServLine (CSR)
Follow Up:
Announcement Flyer and leak adjustment policy sent to web page designer (CSR)
Confirm Flyer Received (by Billing Vendor or Utility) (CSR)
Contact Utility Phone Vendor (if needed) (CSR)
Utility Staff Training Completed and Materials Delivered to Utility (CSR)
Utility 7 day Follow Up (CSR)
Insurance:
Insurance Bind request and submission information to Ins Co. (CSR)
Application
Utility Customer List
Leak Adjustment Policy
Terrorism Form
ETC?
Overview Form Attached to AMS (CSR)
Utility Implementation Form Attached to AMS (CSR)
All Utility Launch Email Correspondence Attached to AMS (CSR)
External Customer Service Tasks
Customer Service Phone Number requested from ServLine Customer Service Group (CSR)
Unique Customer Service Phone Number Received (CSR)
Customer Service Phone Line tested (CSR)
Announcement Flyer and Leak Adjustment Policy sent to ServLine Customer Service Group (CSR)
Utility Customer List to ServLine Customer Service Group (CSR)
Customer Management