Personal Policy Change Pipeline B Admin Training

SOP: Creating Service Categories for Policy Changes Pipeline

Objective:

To set up specific service categories for policy changes in the agency zoom to track and manage service requests efficiently.

Key Steps:

1. Navigate to "My Agency" in the agency zoom.

2. Click on "Service Request Configuration".

3. Review existing service categories and identify the need for new categories related to policy changes.

4. Click on "Add Service Category".

5. Enter "Requested to [specific policy change]" as the category name (e.g., "Requested to increase deductible").

6. Repeat the process for each new policy change category needed.

Cautionary Notes:

• Ensure that the category names are clear and specific to the type of policy change being made.

• Avoid creating duplicate or overlapping categories to maintain clarity in tracking service requests.

Tips for Efficiency:

• Keep the category names consistent by starting with "Requested to" followed by the specific policy change.

• Regularly review and update service categories based on evolving policy change needs.

• Utilize the data from service categories to analyze trends and improve service delivery.

By following these steps, you will effectively set up service categories for policy changes in the agency zoom, facilitating accurate tracking and management of service requests.