IFO
In Front Of
Under what tab in D3 do we select the pacesetter?
Veh/Triage
No
What are three options we can use to search for a mbr in CS?
Last name, first name
Last name, zip
Phone number on file
Home address on file
Insurance policy #
Email address on file
What is needed from the mbr when we see a "Code 4" in the comments?
Need Tow Destination
AAR
Approved Auto Repair
Where does the cash symbol show in D3?
"My starter went out. I need to get it towed to the dealership, which is about 20 miles away. I am a classic member. How many miles am I covered for?"
5
To search for affiliate members, what do we have to change in the search bar first?
The club code (can be changed by typing city and state associated membership directly into club code box)
What code advises of Delay + ETA?
Code 1
PIBOP
Phone In By Other Party
How do we search/locate an active call for an affiliate member?
In the Search Calls tab>Search Calls>search with the member # or name
No.
What path do we follow to find the most recent payment?
M tab > Maintenance > Payment
Which codes require the CR to cancel the active call after adv the mbr of the code?
Codes 7 & 8
OOP
Out Of Pocket
What is the pacesetter path/code for item stuck under veh?
Shortcuts > Item stuck under veh (L507)
"My buddy is buying my car. I need my vehicle towed 50 miles to their house. I am a premier mbr." Is this covered?
No, we do not do convenience or relocation tows.
Which club do we have access to payment information for?
Only 005
What is the only status code we will warm xfr to DI for?
Code 3
DWD
Discuss with Driver
Under which tab do we find battery warranty infomation?
Veh/Triage
If a classic mbr is going to a COR, how many miles of towing are they covered for?
10 Miles
How many associates does Gregg Baker (4290057292452142; 498 Shawnee Ln, San Jose, CA) have on his active membership?
4
If the notes on a call contain a code 2 and the mbr wants an update, do we adv of any ETA?
No