TopicHomeowners insurance checklist.
PostedMon, Feb 24th 2020 16:21 PM
The checklist also ensures that mistakes are minimized, time is well spent, revenue is optimal, and the customer is well taken care of. As for the latter, how would you feel if the clerk forgot to enter the serial number of the appliance you bought and your warranty was not in the system? A checklist makes sure that necessary steps are accomplished in the correct order.
Sort the list of items/tasks into a meaningful order, from the first or most important to do, to the last to do. For example, the buyer may group items by vendor and/or by earliest delivery date, the salesclerk would align the order process in the correct order so as to avoid mistakes, and the human resource person would process the new employee through all steps to ensure nothing was missed.