Your Journey to Exceptional Customer Service

See How Our Customized Onboarding Process Ensures a Seamless Transition 

Coverage, Pricing, and Deductible Changes

With ever-evolving coverage options, we ensure your policyholders stay updated.  

Our team manages changes in coverage, pricing, and deductibles, guaranteeing your customers are always well-informed.

Premium Increase Management

When premium increases raise concerns, our knowledgeable agents step in. We assist callers with enrollee changes, address updates, coverage adjustments, and billing alterations.

Our agents excel at implementing upselling and cross-selling strategies to retain customers even in the face of premium hikes.

Say goodbye to complexities

At Working Solutions, we understand a well-structured client onboarding process is the cornerstone of exceptional customer service. That’s why every detail is meticulously planned and executed, delivering unmatched results for your business. Learn how this proven process ensures a seamless transition tailored to your company’s specific needs. 

Step 1

Understand Your CX Needs and Goals

Through in-depth discovery sessions, Working Solutions aligns with your customer experience goals, key performance indicators (KPIs) and requirements to ensure a customized approach.  

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Step 1
Step 2

Assess Technology Requirements 

We assess your IT infrastructure, equipment requirements and system/application access needs, ensuring integration with our services.  

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Step 2
Step 3

Define Your Ideal Agent Profile 

Our team creates an agent profile specifically designed for your business, focusing on essential skills, language proficiency and relevant experience.  

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Step 3
Step 4

Develop Agent Education Program 

Working Solutions participates in client-led, train-the-trainer sessions and develops a comprehensive program curriculum. This ensures effective, program-specific onboarding for the agents supporting your customers.   

Education
Step 4
Step 5

Streamline Billing and Invoicing 

We streamline financial transactions between your company and Working Solutions by aligning our billing and invoicing processes with your requirements, resulting in hassle-free operations.  

Billing
Step 5
Step 6

Create Customized Staffing Plan 

Our experts craft a customized staffing plan to meet your needs, ensuring optimal workforce management, efficiency and flexibility.  

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Step 6
Step 7

Build Performance Reports 

We design comprehensive dashboards and reports to monitor program and agent-level performance in real time, providing actionable insights.  

Reports
Step 7
Step 8

Manage Agent Recruitment and Education 

Working Solutions handles the entire process of agent recruitment, onboarding and preparation, ensuring your team is ready from day one.  

staffing Plan
Step 8
Step 9

Launch with Agents Ready to Represent Your Brand 

Our fully prepared agents start delivering exceptional customer service immediately upon go-live, providing instant value to your business.  

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Step 10

Conduct Post-launch Review 

We conduct a thorough post-launch review to ensure everything is running smoothly and address any initial feedback you may have.  

Post Launch
Step 10

Ongoing Client Support 

And we don’t stop there. After the initial onboarding process, Working Solutions remains dedicated to your success with robust ongoing support. We hold regular meetings to review performance metrics, discuss program updates and plan for future initiatives. This continuous engagement ensures we stay aligned with your evolving needs and maintain a cycle of continuous improvement, driving sustained excellence in customer experience. 

"I was impressed by the rigorous training and onboarding and passing off to the operations team. It made me feel very secure that the people who would interact with my customers were well prepared."
Director of Customer Care

Art and Gifts E-commerce Leader

"We selected Working Solutions because of the very unique approaches to agent staffing and scheduling, the high priority they place on agent training and their commitment to high-quality customer interactions. They have completely delivered on all expectations!"
Service Operations Director

Automotive Technology Client

"Working Solutions augmented staff and matched quality levels at a great value. They are a perfect solution to our overflow needs."
Lead Executive

International Travel Company

Ready to transform your customer experience?

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Speak to an Expert
Who We are

Working Solutions provides virtual contact center outsourcing that measurably improves customer experiences (CX). We deliver high-quality, all-encompassing solutions for your fluctuating sales and service needs. Our on-demand CX expertise enables you to better engage, empathize with and delight customers, wherever and whenever they interact with your brand.