Prioritizing Customer Claims Template

Prioritizing Customer Claims in Priority Matrix

Prioritize and resolve customer claims efficiently using the Eisenhower matrix.

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Proposed Tasks

Urgent and Important

• Task 1: Set up Eisenhower Matrix
  ☐ Research the Eisenhower method ☐ Design the matrix layout ☐ Implement the matrix on a digital platform
• Task 10: Review progress of Q1 claims
  ☐ Check status of each Q1 claim ☐ Update matrix as necessary
• Task 14: Adjust matrix as necessary
  ☐ Review progress of all claims ☐ Adjust matrix as necessary based on new information
• Task 15: Review customer feedback
  ☐ Collect customer feedback on claim resolution process ☐ Adjust matrix as necessary based on feedback
• Task 16: Continually update matrix
  ☐ Review new claims ☐ Add new claims to matrix ☐ Adjust matrix as necessary
• Task 17: Continually review progress
  ☐ Check status of all claims regularly ☐ Update matrix as necessary
• Task 18: Continually adjust strategies
  ☐ Review resolution strategies for all claims ☐ Adjust strategies as necessary based on progress and feedback
• Task 19: Ensure customer satisfaction
  ☐ Review customer feedback ☐ Ensure high level of customer satisfaction with claim resolution process
• Task 2: Identify urgent and important claims
  ☐ Review all open claims ☐ Determine urgency and importance of each claim ☐ Enter urgent and important claims into Q1 of the matrix
• Task 6: Prioritize resolution of Q1 claims
  ☐ Review Q1 claims ☐ Develop resolution strategy for each claim ☐ Start resolution process for each claim

Important, Not Urgent

• Task 11: Review progress of Q2 claims
  ☐ Check status of each Q2 claim ☐ Update matrix as necessary
• Task 20: Continual improvement of claim resolution process
  ☐ Review entire claim resolution process ☐ Identify areas for improvement ☐ Implement improvements
• Task 3: Identify important, not urgent claims
  ☐ Review all open claims ☐ Determine urgency and importance of each claim ☐ Enter important, not urgent claims into Q2 of the matrix
• Task 7: Plan resolution of Q2 claims
  ☐ Review Q2 claims ☐ Develop resolution strategy for each claim ☐ Schedule resolution process for each claim

Urgent, Not Important

• Task 12: Review progress of Q3 claims
  ☐ Check status of each Q3 claim ☐ Update matrix as necessary
• Task 4: Identify urgent, not important claims
  ☐ Review all open claims ☐ Determine urgency and importance of each claim ☐ Enter urgent, not important claims into Q3 of the matrix
• Task 8: Delegate resolution of Q3 claims
  ☐ Review Q3 claims ☐ Develop resolution strategy for each claim ☐ Delegate resolution process for each claim

Not Urgent, Not Important

• Task 13: Review progress of Q4 claims
  ☐ Check status of each Q4 claim ☐ Update matrix as necessary
• Task 5: Identify not urgent, not important claims
  ☐ Review all open claims ☐ Determine urgency and importance of each claim ☐ Enter not urgent, not important claims into Q4 of the matrix
• Task 9: Schedule resolution of Q4 claims
  ☐ Review Q4 claims ☐ Develop resolution strategy for each claim ☐ Schedule resolution process for each claim