Graphical flow of Hawaii Life's Customer Experience prospect process:
Once a prospect enters the system, it is maintained by a Customer Experience ISA and our defined incubation process. This is a series of automated and manual follow ups, sharing relevant content in the effort to schedule an appointment with an agent.
If you are initially unsuccessful with a referral prospect, we will direct them back to you when they circle back with new/additional inquiries.
In the event that one of your "agent owned" client inquires (phone/text/livechat/web form), it is routed directly to you, bypassing the incubation steps above. Passed straight to you.