Friday, December 20, 2013

Rotation Schedule for Walk-In Customers

As your branch gets walk-in customers, the following is the rotation schedule (in order) to give that business to agents in your office:

1. AOD – if you have an Agent on Duty in your office, that agents gets the walk-in business
2. Agents who Rent Desks in your office – keep a list of those agents and rotate through this list
3. Agents in the office – keep a list of which agents receive the opportunity
4. Your Branch Roster – keep track of where you are on your rotation list

We strive to maintain parity and fairness in giving the opportunity for all of our agents where walk-in customers are concerned.