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Background: There may be instances where EverBright will receive legal mail. Jessica noriegawill scan the legal mail and a Jira CXOne email will be automatically created. Customer Support Agents will tag Customer Support Supervisors (Cassandra Mercado Sabin Abad (Unlicensed) Logan Teague Alexander.Cuesta ) and Resolution (Berenice Peralta Eric Suarez Kiya Maxson Nehemiah @ EverBright Ruel.Balicas) for transfer the email within CXOne to the queue ‘Email-Escalations’for further review.

Link to Customer Support Agent SOP: When and How to Escalate Matters to Legal

Process Overview

STEP

ACTION

1

  • Research

Jira
  • Salesforce to determine if an existing legal

ticket
  • case exists:

    • If YES, proceed to Step 2

    • If NO, proceed to Step 3

2

  • Research the legal

ticket
  • case to determine if the new legal notice has been received before/duplicate notice:

    • If YES, it is a true duplicate and has been received before, no need to upload. No further action is required andclose the

    Jira
    • email ticket.

    • If NO, not a duplicate and hasn’t been received before, attach to existing legal

    ticket
    • case and close EBH ticket.

3

ticket
  • case and attach legal notice received.