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July 15, 2018 Calling Mistake Report

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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Eesha Kanwar
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30 views

July 15, 2018 Calling Mistake Report

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.

Uploaded by

Eesha Kanwar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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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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