Callcentre rollout strategy Presented by: Myprotector Group
MYPROTECTOR PRODUCTS product set-up & communication guides Product 1 Join Welcome letter Start by following the Product 2 db Product 3 Get Product product 4 user guide
Processes Output Input data data Start / Self PRIVATE CLOUD VAULT Communication Astute guide // Assurers Advisor
Notify Myprotector to ⇋ switch execute executor switch & Member process policy claim // Online Dies Call Centre Data extraction Family Family receives: - A report of everything that Myprotector db did on their behalf. activate instructions Family elected nominated xx Family Employer Executor person. Breaking news to the family Myprotector calls client’s Myprotector produces Myprotector prepares a employer and sends all client instructions and dossier of the client’s necessary data to help consolidates a dossier information and gives facilitate relevant pension of important Information the executor access to fund tasks. The system for the family from the the data. produces all data agreed to deceased. by the employer.
Executor procedures Deceased estate management tool dashboard Estate task delegation window Resources repository xx Executor Estate wind-up Beneficiary 1x task progress Investment family window options Eg – SWITCH back to ADVISOR… to be appointed to advice on investing remainder of funds - donations, Investments,
Notify WIG WIG - MIS to execute Member executor switch // Dies WIG Online Call Centre Family Family receives: db - Access to the business tools to help facilitate the deceased estate tasks with the executor. Executor PEP Family Employer Executor Constantia produces Constantia calls client’s Constantia prepares a client instructions and employer contacts and dossier of the client’s consolidates a dossier forwards all necessary information and gets it of important Information data to help facilitate to the executor on for the family from the relevant tasks. behalf of the family. deceased. Estate progress window 1x
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