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dpope@bdi-insurance.com
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villenagv@gmail.com
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kneiderer@elementrisk.com
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chloe@alcorninsurance.net
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kirk@perryinsurancegroup.com
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Gails ability to send staff member the email call summary directly
under review
k
kirk@perryinsurancegroup.com
December 12, 2024
b
bsmith9@farmersagent.com
Getting some immediate information as to why a call was sent in would be greatly helpful. Calls are transferred and the client thinks we know what's going on. Currently creates confusion.
·
August 28, 2025
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Stephen Weessies
marked this post as
under review
·
December 12, 2024
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Stephen Weessies
We are looking at some large improvements to the notification system. Could you clarify what you mean by sending the call summary directly to a staff member? Are we talking about specific types of calls, or which were transferred to them?
·
December 12, 2024
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