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  • July 15, 2018 Calling Mistake Report

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    Eesha Kanwar
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    This document contains a log of insurance-related calls received on July 15th and 16th, 2018. It lists 7 clients' names and phone numbers, along with notes on the concerns discussed in each call such as visitors insurance, pregnancy insurance, car insurance, and intentions to visit the office. The calls were attended by Roseleen or Shallu Mehra, and no mistakes were made according to the remarks.

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    July 15, 2018 calling Mistake Report

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    This document contains a log of insurance-related calls received on July 15th and 16th, 2018. It lists 7 clients' names and phone numbers, along with notes on the concerns discussed in each call such as visitors insurance, pregnancy insurance, car insurance, and intentions to visit the office. The calls were attended by Roseleen or Shallu Mehra, and no mistakes were made according to the remarks.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    14 views3 pages

    July 15, 2018 Calling Mistake Report

    Uploaded by

    Eesha Kanwar
    This document contains a log of insurance-related calls received on July 15th and 16th, 2018. It lists 7 clients' names and phone numbers, along with notes on the concerns discussed in each call such as visitors insurance, pregnancy insurance, car insurance, and intentions to visit the office. The calls were attended by Roseleen or Shallu Mehra, and no mistakes were made according to the remarks.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 3

    2018 J

    Sr.No. Client Name Phone No.


    1N/A (403)-830-0369
    (587)-349-3149
    2Mr. Varinder (205)-737-8815
    3Mr. Vishal (418)-410-7958
    4Ms. Manjit (437)-217-7911

    2018 J
    Sr.No. Client Name Phone No.
    5N/A (204)-(294)-3309

    6N/A (604)-616-9279
    Mr. Harminder
    7 Cheema (403)-828-7973
    2018 July 15(PM)
    Concern
    None given (disconnected call in b/w)

    Reg. Visitors Ins.


    Reg. SV Ins. for his parents.
    Reg. Pregnancy Insurance.

    2018 July 16(AM)


    Concern
    Reg. Car Insurance.
    Reg. Insurance.(didn't say which one) He
    will visit the office tom.

    Wants to talk to Harpinder Sidhu


    Who Attended the Call? Mistake Remarks
    Roseleen None Good

    Roseleen None Good


    Roseleen None Good
    Roseleen None Good

    Who Attended the Call? Mistake Remarks


    Roseleen None Good

    Shallu Mehra None Good

    Shallu Mehra None Good

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