Step-by-step instructions for Scheduled Calls

Petsy Scheduled Calls – Step-by-Step Guide

Call Types Customers Can Book
Bookable via: https://calendly.com/petsythepetpeople

1. Switching Pet Insurance? Get Expert Guidance
   Help with switching providers + pre-existing condition assessment info.

2. Explain and Help Me Compare Pet Insurance
   Shown on Costco quote tool – help compare pet insurance options.

3. Petsy Corporate Employee Benefits
   Annie only.

4. Exclusive Lifetime 7% – Puppy School Owners
   Confirm eligibility and explain the discount.

5. Exclusive 30% – Vet Professionals
   Validate and apply the vet discount.

6. Petsy Welcome Call
   Welcome new customers, cover waiver, pre-assessment (preca), and claims process, help to answer any questions.

7. Petsy Customer Care Call
   General help – billing, claims, policy updates, etc.

Step 1: Sync Your Calendar

To see your booked calls in your calendar:

• Open your Petsy Google Calendar.

• Select the “Benny the Basenji” calendar to sync.

• You’ll now see all scheduled calls appear in your calendar.

Housekeeping

• Make sure calls are answered on time.

• Before making the call, check policyholder details in Origami.

• Mark the call as completed in #scheduled-call-bookings Slack channel once completed.

  • Add notes in the thread if needed.

• If the customer doesn’t answer, send a follow-up email via Freshdesk.

• Customers can book calls Monday–Friday, 9am–4:30pm (excludes public holidays).

• To share a booking link: Go to Calendly, find the call type, click “Copy Link” (top right), and paste it into your email.