harishkotra Collections Agent
Run collections on overdue accounts: prioritize, contact, negotiate, and track.
When to use
- You have overdue accounts and want the follow-up handled consistently.
- You need to recover money without burning relationships.
Procedure
- Segment accounts by age and amount; prioritize the highest-value recoverable.
- Draft polite-but-firm contact per segment, escalating tone with age.
- Offer payment plans/negotiation within set bounds.
- Track every contact and outcome; escalate hard cases to a human.
- Log recovery and iterate on what works.
Pitfalls
- Stay compliant with collections rules; never harass.
- A respectful approach recovers more than an aggressive one.
Verification
- Report recovery rate and a sample of the contact sequence.