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Client Request Prioritization Template
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In the fast-paced health insurance industry, addressing client needs promptly is crucial. This template leverages the Priority Matrix to help account managers focus on urgent client requests and delegate less critical tasks. By prioritizing high-value clients, you can ensure timely responses and improve overall client satisfaction and retention.
Tasks are categorized based on urgency and importance, enabling a streamlined workflow that keeps your top clients happy and your operations efficient.
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Client Request Prioritization in Priority Matrix
Efficiently manage and prioritize client requests to enhance satisfaction and retention.
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Proposed Tasks
High Urgency, High Importance
-
Client A - Renewal Request due in 1 day
☐ Review current policy ☐ Prepare renewal quote ☐ Send renewal quote to Client A -
Client G - Inquiry about policy coverage due in 1 day
☐ Review Client G's policy ☐ Prepare coverage information ☐ Respond to Client G's inquiry -
Client C - Query on new insurance product due in 2 days
☐ Research new product ☐ Prepare product information ☐ Respond to Client C's query -
Client E - Claims dispute due in 2 days
☐ Review Client E's claim ☐ Discuss with claims department ☐ Respond to Client E's dispute -
Client I - Request for additional insured due in 3 days
☐ Review request ☐ Update policy ☐ Send updated policy to Client I
Low Urgency, High Importance
-
Client D - Request for premium reduction due in 1 week
☐ Review Client D's policy ☐ Discuss with underwriting ☐ Respond to Client D's request -
Client F - Request for policy cancellation due in 1 week
☐ Review cancellation request ☐ Process cancellation ☐ Send cancellation confirmation to Client F -
Client J - Inquiry about claims process due in 2 weeks
☐ Prepare claims process information ☐ Respond to Client J's inquiry -
Client B - Policy Update due in 3 weeks
☐ Review policy changes ☐ Update policy documents ☐ Send updated policy to Client B -
Client H - Request for policy amendment due in 3 weeks
☐ Review amendment request ☐ Update policy ☐ Send updated policy to Client H