Level 1
Level 2
Level 3
Level 4
Level 5
100

This is a process where the customer sends their old device to AT&T in order to qualify for credits/promotions off the new device. 

Trade in 

100


  • Promotions are available after 33% of the device is paid off or 11 months of the installment balance has been paid off or 11 months of the installment balance has been paid



Next up anytime 

100

This is a process where the customer keeps their phone number but switches providers. 


Porting 

100

When does the BRE period begin for those who wish to return their devices? 

The BRE period begins one day after the customer's device ships

100

If the customer has account-specific questions. What is the first thing we do before we access the account ? 

  Authentication

200

Mentioned 4 things we need from the customer before we process a trade in 

  • Number of devices being processed
  • Device Model & Capacity
  • Device IMEI
  • CTN of AT&T line, ported or new
200

How much is next up anytime? 

$10 

200
How much Costco EDM customers qualify for if they port their number over to AT&T? 

$350 Port in credits 

200


How Many does is the BRE period and how much is the restocking fee? 


14 days ($55 per device) 

200

What if a customer calls in asking about an open escalation ticket? Do you need to authenticate 

No - Unless the customer has account specific questions

300

How long does a customer have to process a Trade-in?

 Customers are given 30 days following activations, with a 15 day grace period that will allow promo to begin on its own 

300

Can we re-add the Next Up Anytime feature for the customer via OPUS if they remove it?

No, the customer can only re-add the feature via their myAT&T app. Customer has 30 days from the removal of the Next Up Anytime feature to re-add it to their account.

300

How much Costco Members get for getting a new number with AT&T (non-port) 

$100 new line credits 

300

When will the customer receive their tax refund?

The customer should receive their tax refund 15 business days of the Credit Issue date

300

What is the time-frame customers are given to add insurance if they didn't do it at point of sale 

 30 days 

400

What should customers do before sending in their device for Trade-in?

Inform the customer they should activate their new device before sending in the Trade-in. They should also make sure to erase all data and turn off any activation locks.

400

If the customer qualifies for a Next Up Anytime Premium Trade-In offer, should I send them a trade-in label?

No, send the customer a Next Up Turn In Label

400

How much are activation fees and what retailer qualifies for waived activation fees. 

 $35 (Costco) 

400

What if the customer has a credit balance after cancelling and wants to know how they can receive that money?

  • If a customer has a credit balance on their account after cancelling, they should receive that money back to their account within 30 days
400


What is the system we use to check enrollment? 

 Opus system 

500

What can I do if I get an IMEI Error: Linked to Next Up Turn-In for Trade-In?

You receive an IMEI error while attempting to process a trade-in because the customer's account is linked to next-up turn in promotion 

- Create a return label (Turn in label) 

500

What happens if the warehouse doesn't receive the device and it has been over 45 days?

  • The customer will be charged a non-return fee 
500

What system do we use to check if the customer is Upgrade eligible ? 


Opus 

500

What if the customer already ported out and requested a label to return the device after the BRE period?

If they are past BRE, Inform the customer that they will be billed for any remaining installment balance(s) on the line(s).

500

How soon can the customer file an insurance claim after adding insurance

A customer can file a claim immediately after enrollment

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