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Escalation Matrix for Insurance Brokers

Escalation Matrix for Insurance Brokers

Submitted by • February 12, 2020

Some of you must be familiar with the escalation matrix which is usually a process in large corporate businesses. For those of you who do not know, here’s what it is. If some work is not done on time, that will start escalating automatically to the next level.

We had observed that sending too many notifications will lead to users ignoring all the messages. We eventually stopped sending notifications for each and everything. Instead, we introduced our style of escalation matrix which will show you the current summary of pending works, only when you need it; it’s called the daily task progress.

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