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Conservatorship Escalations

Conservatorship Escalations

Owned by Tiffany Harper (Unlicensed)
Last updated: Oct 09, 2024 by Deanna Collia
1 min read

Background: A conservatorship is a court order that appoints someone to oversee the financial affairs of a minor or an adult who is incapacitated.

 

Conservatorships should be handled by a resolution specialist on the escalations team.

 

If the agent receives a call stating that a customer and/or their property has been conserved, the agent should create a case

  • Request type: Complaints: Conservatorship

  • Case Description

    • Gather the following information

      • If it is a limited or general conservatorship;

      • The county & state of the property;  

      • Ask for documentation of the conservatorship;

      • Find out what the exact ask is.

Create a case assignment for the Customer Support Resolution Specialist

  • Referral Reason - Per SOP

  • Referral Notes - Conservatorship Escalation