Callcentre rollout strategy Presented by: Myprotector Group - - PowerPoint PPT Presentation

Presented by: Myprotector Group

Callcentre rollout strategy

Welcome letter

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Join Product 1 MYPROTECTOR PRODUCTS Start by following the product set-up & communication guides Product 2 Product 3 Product 4

Get product user guide

Processes

Self Advisor

Input data Output data

Communication guide Astute

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Assurers PRIVATE CLOUD VAULT

Start /

Family

Member Dies

Family elected nominated

• person. Breaking

news to the family

switch

Online Call Centre

activate instructions Executor

Myprotector produces client instructions and consolidates a dossier

• f important Information

for the family from the deceased. Myprotector prepares a dossier of the client’s information and gives the executor access to the data. Notify Myprotector to execute executor switch & process policy claim

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Family receives:

• A report of everything that Myprotector

did on their behalf.

Family

xx

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Data extraction

⇋

Employer

Myprotector calls client’s employer and sends all necessary data to help facilitate relevant pension fund tasks. The system produces all data agreed to by the employer.

Executor procedures

Estate task delegation window

Executor

Estate wind-up task progress family window Resources repository

1x xx Deceased estate management tool dashboard

Beneficiary Investment

• ptions

Eg – SWITCH back to ADVISOR… to be appointed to advice on investing remainder of funds - donations, Investments,

Family

Member Dies

WIG - MIS

WIG Online Call Centre

Executor PEP

Notify WIG to execute executor switch

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• Access to the business tools to help

facilitate the deceased estate tasks with the executor.

Estate progress window

1x

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Executor

Constantia produces client instructions and consolidates a dossier

• f important Information

for the family from the deceased. Constantia prepares a dossier of the client’s information and gets it to the executor on behalf of the family.

Family Employer

Constantia calls client’s employer contacts and forwards all necessary data to help facilitate relevant tasks.