Page 1 - Thrive Business Process

FIRST STEP

Notification Received from Insurer. SECOND STEP
Create a deal on Pipedrive Use template to send to client
under Admin Pipeline for Gesina. and BCC to Pipedrive Deal.

1st 2nd

3rd 4th

THIRD STEP

If no response, create a task for Gesina to FOURTH STEP
follow-up with Insurer If Payment If client has no e-mail address,
are up to date. create a task to Gesina to
phone the client.

ARREARS

PROCESS