Define the intake fields
The associate creates a Coverage review template with fields for the reason, request and new address. A matching phrase such as “moved house” helps Atomiq find the reason in future calls.
Field guide
How an insurance team builds a coverage intake
An insurance service associate turns a fictional call from the Lee household into a custom intake form for the advisor handling the review.
“We’ve moved house. Which documents should we bring to the review?”
The service associate uses this passage to draft the intake.Apply the household’s transcript
The transcript supplies the reason for review. The associate checks the passage, records the client’s question about documents and leaves the address open because the client did not give it.
Prepare the advisor’s handoff
The associate adds a task to request the address and current policy schedule. Once the client confirms the address, the associate can enter it in the form and save the updated record.
Check the coverage intake fields.
The service associate applies a sample transcript to a custom coverage form. The reason for review and client request have a source. The associate collects the missing address before completing it.
“We’ve moved house. Which documents should we bring to the review?”Lee household · Example inquiry
- Reason for review
- Household move.
- Client request
- Confirm which documents to bring.
- Information to collect
- Ask for the current policy schedule and the new address.
- Address field
- Needs input from the client.
