CLUES HEARD DURING DISCOVER NEEDS
Upcoming Large Purchases
Chase SLATE
Which Chase Credit Cards have no annual fee
SLATE
FREEDOM UNLIMITED
FREEDOM RISE
FREEDOME FLEX
ARE CHASE CREDIT CARDS CONTACTLESS?
YES. FAST AN EASY ECURE CHECK OUT WITH TAP TO PAY
yes, using the chase mobile app
New to credit/ No credit score
What card is good for traveling ?
Chase SAPHIRE RESERVE & PREFERRED
FREEDOM FLEX
CAN YOU LOCK AND UNLOCK YOUR CHASE CREDIT CARD?
YES. INSTANTLY BLOCK NEW PURCHASES, CASH ADVANCES AND BALACNE TRANSFERS
If declined do we have to give the client anything before they leave?
yes make sure letter is received
Purchases made with cash or debit card
Chase FREEDOM UNLIMTIED
chase FREEDOM rise
YES, SAVE MONEY ON INTRESTS ON BALANCES OUTSIDE OF CHASE
what benefits should we ensure clients are using?
-new card member bonus points
-Priority pass
-partner benefits, global entry, door dash etc
Interests in dining out and/or light travel
Chase FREEDOM FLEX
CHASE SAPPHIRE PREFERRED, utilizes conveniences, e.g online grocery and restaurant delivery services
ARE CLIENTS HELD REPSONSIBLE FOR UNAUTHROIZED CHARGES ?
NO, NOT HELD REPSONSIBLE
Prefers high end travels and brands
Chase SAPPHIRE RESERVE
CAN CHASE CLIENTS PAY OVER TIME ?
YES, PAY OFF A PURCHASE IN FIXED MONTHLY PAYMETNS FOR FIXED MONTHLY FEE