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A customer service representative ( CSR ) gets a phone call from a customer to ask about possible associated accounts, policies, claims, and billing, etc.
A customer service representative CSR gets a phone call from a customer to ask about possible associated accounts, policies, claims, and billing, etc. The customer does not remember any account number or policy number.
What is the best way fewest number of steps for the CSR to find the information about this customer quickly?
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