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Handling Incoming Postal Mail (Mail Intake)

Handling Incoming Postal Mail (Mail Intake)

Owned by Rafael Gonzalez
Last updated: Feb 18, 2025
3 min read

Background: With the purpose of standardizing the process for intake and handling of incoming postal mail within our company, we have created the following process. This will apply to all employees involved in the mail intake process within the EverBright department.

Process Overview

Steps

Action

Steps

Action

1

  • Upon Postal Mail drop, Administrative Technician collects all incoming mail

  • They will divide the email into the following categories for action:

Invoices

Legal, UCC Lien, Public Media, Customer Complaints

Cancellation Notices

 

 

2

  • Administrative Technician takes action based on specific category:

⚠️ IF INVOICE

 

⚠️ IF LEGAL, UCC LIEN, PUBLIC MEDIA, CUSTOMER COMPLAINT

 

 

⚠️ IF CANCELLATION NOTICE

 

⚠️ IF BILL PAYMENT