Professional Documents
Culture Documents
Version: 14 - 11/15/2016
The following call routing procedures are required when a document is requested to be faxed or emailed
and also when CCHS Supervisor assistance is required.
When routing calls, the CSP is required to first attempt the proper conference procedures as outlined below
if the warm conference attempt fails, follow the script for cold transfer.
1. Warm Transfer: Contact the next associate and provide all necessary information. Provide a handshake.
2. Cold Transfer: Set proper expectations. No handshake. If unable to connect directly to another party,
inform the caller that you are connecting them to the <department name> department and the next
available representative will assist them.
Case Management Monday through Friday 8:00am to 9:00pm, Saturday 8:00am to 4:00pm,
closed Sunday
Membership Services: Enrollment Monday through Friday 8:00am to 7:00pm, closed Saturday and Sunday
Membership Services: Retention Monday through Friday 8:00am to 9:00pm, Saturday 9:00am to 5:30pm,
closed Sunday
p. 1
CCHS Call Routing Procedures
Faxed Work Order Request Customer 1640 CSPs must direct the Service Partner to the
Service ESP (educate them on the Express Service
Portal as outlined in the slide)
If the S/P is unable to take the job without the
work order and cannot access ESP, the CSP
will call CCHS Customer Service to have them
fax the work order to the S/P
Faxed New Vendor/Owner Com- Customer 1640 This process applies only when the OwnerCo
pany Instructions Service information is available either from the home-
owner or the technichian
CSPs will gather the OwnerCo information
completely and document the information in
the notes
CSPs will call CCHS Customer Service to
request that they fax the New Vendor/Owner
Company instructions to the OwnerCo and/or
the homeowner
It is not necessary to warm transfer the Own-
erCo or homeowner to Customer Service
Maintenance Make-up Service Customer 1640 Warm transfer except when wait times for
Visit Service Customer Service exceed 45 seconds
Subject to terms and con- After 45 seconds, cold transfer the call and
ditions of the product, and document details of the call in the notes
require CCHS Supervisor
override
Exceptions may be made for,
but not limited to inclement
weather that may prevent
S/P from servicing the AC
The customer must call in
the makeup within 30 days
of the original request date
Questions or System Processing Customer 1640 Researching an item, close a recall, open a
Support Service claim, reverse a canceled claim, etc
Vendor assignments - Customer is disputing a
vendor assigned to service their claim
Rush map search - delay in assigning vendor
p. 2
CCHS Call Routing Procedures
Scenario Receiving Ext. Procedure
Department
Escalated Calls Case 3006 The call Escalation Guidelines must be reviewed
Management and followed prior to escalating a call to the Case
Management team.
Call for assistance beginning with the Case
Managements team rotation at x3006
Do not hold for longer than 60 seconds (refer
to Escalation Guidelines)
If no answer and the customer refuses a call-
back, seek assistance from a member of the
Management team
All Press or Media requests Case 3006 Document the request and information gathered
Gather all pertinent infor- Management in the notes and create one of the following tasks:
mation and follow the live Enter a Live Transfer Task - Media/Press Re-
transfer process quest when the Case Management Supervisor
answers within 60 seconds
Enter a Callback Task - Media/Press Request
when the Case Management Supervisor does
not answer within 60 seconds
HMS Renewal Membership 1641 Warm transfer except when wait times for
A customer calls about Services/En- Membership Services exceed 45 seconds
renewal rollment After 45 seconds, cold transfer the call and
The system prompts you to document details of the call in the notes
remind the homeowner of
pending renewal date.
Cancelation - TotalProtect/DTC/ Membership 3037 Customer wants to cancel or threatens to cancel
Others Services/ their warranty
Enrollment Warm transfer except when wait times for
Membership Services exceed 45 seconds
After 45 seconds, cold transfer the call and
document details of the call in the notes
ElectronicsProtect Membership 3037 Warm transfer except when wait times for
Enrollment and billing ques- Services/ Membership Services exceed 45 seconds
tions Enrollment After 45 seconds, cold transfer the call and
document details of the call in the notes
Electronics Protect WarranTech N/A (These toll free numbers dial directly in to Warran
To place a claim or inquire Tech, bypassing any prompts. They should not be
about claim status. given to customers.)
Provide the WarranTech representative with
the details of the request prior to releasing
the call
p. 3
CCHS Call Routing Procedures
Scenario Receiving Ext. Procedure
Department
Service Partner Calls Customer Authorizations 1642 Warm transfer except when wait times to Custom-
Service er Service exceed 45 seconds
This also applies when a S/P is After 45 seconds, cold transfer the call and docu-
calling for a work order and/ ment details of the call in the notes
or checklist to perform main-
tenance
DTC 3x3 TotalProtect Whole Home DTC TeleSales 1349 Warm transfer except when wait times for Cus-
warranty - Nest Protect Campaign tomer Service exceed 45 seconds
Warm conference to DTC Tele- After 45 seconds, cold transfer the call and docu-
Sales for all inquiries regard- ment details of the call in the notes
ing the radio ad, marketing
information received (email
or direct mail) and customer
wishes to enroll and receive
the Nest Protect device
p. 4