Internal Support Chain

Internal Support Chain

Overview: This article is a structured approach for seeking assistance when faced with challenges or uncertainties in handling tasks. It encourages the use of the Knowledge Base and other available resources to find solutions before escalating issues to the Training Support and Coordination Managers. This ensures efficient problem resolution, minimizes delays, and maintains high-quality outcomes.


When facing challenges in completing a task, follow these steps to find a solution before escalating the issue further:

  1. Search the Knowledge Base (KB) – Check if the solution is already documented.

  2. Ask a Buddy – Consult your buddy who may have encountered a similar issue.

  3. Ask an OM (Operations Manager) – Seek guidance from your OM for additional insights.

  4. Raise in a Huddle (if needed) – Discuss the issue during morning huddles or 3D Sessions for broader input.

  5. Endorse to Ivy or Dawn – If the issue remains unresolved, reach out to Training Support and Coordination Managers during their dedicated support times:

  • Ivy (10:00–11:00 AM CST)
  • Dawn (2:00–3:00 PM CST)

Note: Before escalating to Ivy or Dawn, ensure you have already followed the previous steps.

If you have any comments, feedback or questions, please let us know—we greatly appreciate your input. GOOGLE FORM


    • Related Articles

    • 20200204 - Level the Playing Field

      Facebook: Level the Playing Field 2020-02-04 Advice from Steve Patrick: · If you encounter an adjuster who can't be reasoned with or who is unresponsive to your messages, don't be afraid to escalate it up the chain of command. · Steve's favorite ...
    • CSP Project Launch Framework

      CSP Project Launch Framework *WORK IN PROGRESS* Last Updated: 09/26/2025 What's updated: Added the Process Compliance Guide (Pre-Launch Planning - Step 4), and email acknowledgement (Soft Launch Piloting - Step 2 & Hard Launch Execution - Step 1) The ...
    • CSP File Management: Zoho Workdrive

      CSP File Management: Zoho Workdrive This document outlines CSP's policy, process, and criteria for organizing and storing files within Zoho Workdrive. Adhering to these guidelines will ensure consistent file structure, optimize search and retrieval ...
    • Calls & Follow-ups (CX)

      Latest update: 10/25/2025 (please check yellow highlights for the latest update) Overview: This article provides detailed instructions for following up with insurance adjusters, managing claims, and ensuring proper communication through CRM, email, ...
    • Xactimate Basics

      Many thanks to Val for leading a training on Xactimate Basics! :) Below are the topics covered in her training: 1) How to sign out a license from the CSP Management Tools sheet 2) How to sign in to Xacimate 3) How to duplicate a claim (must duplicate ...