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Customers in vulnerable situations and community resilience: A crossutility study Final Report December 2023 Prepared for NGN and EIC by National Energy Action Dr JamieLeigh Rosenburgh Dr Danielle
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How to fill out customers in vulnerable situations

01
Understand the definition of vulnerable situations to recognize the specific needs of these customers.
02
Create a welcoming and safe environment for customers to feel comfortable sharing their circumstances.
03
Listen actively to the customer's situation without judgment, allowing them to express their feelings and concerns.
04
Ask open-ended questions to gather more information about their needs and challenges.
05
Provide clear and compassionate communication, ensuring that the customer understands the options available to them.
06
Assess the customer's eligibility for any assistance programs or support services that may help them.
07
Offer tailored solutions that specifically address the unique needs of the customer in their vulnerable situation.
08
Follow up with the customer to ensure that they are receiving the support they need and to adjust the assistance if necessary.

Who needs customers in vulnerable situations?

01
Social service organizations that assist individuals facing financial hardships.
02
Healthcare providers who work with patients in distressing conditions.
03
Non-profit organizations focused on helping at-risk populations.
04
Customer service representatives in industries such as banking, insurance, and utilities.
05
Government agencies that provide aid and support to vulnerable communities.
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Customers in vulnerable situations refer to individuals or groups who may be at risk of harm or disadvantage due to various factors such as age, physical or mental health, financial hardship, or social circumstances.
Organizations and businesses that offer services to the public, particularly in financial sectors, are required to file information on customers in vulnerable situations. This includes banks, insurance companies, and other service providers.
To fill out customers in vulnerable situations, organizations should gather relevant information about the customer's circumstances, assess their needs, and document the findings accurately in the required reporting format.
The purpose is to identify and provide support for individuals who may need assistance, ensuring they receive appropriate services and protections tailored to their specific vulnerabilities.
The information that must be reported typically includes the customer's personal details, the nature of their vulnerability, any relevant support provided, and outcomes or follow-up actions planned.
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