Universal Survey
Role Play
Policy & Procedure
Quality
C.E Attributes
100

How many surveys are needed for a monthly Universal Survey score?

What is 5 

100

The Customer Says :

“I’ve already explained this to two people. Can you just fix it?” 

What should be Demonstrated 

What is : C.E Attributes 

100

Before discussing account-specific information, specialists must first complete this process.

What is Authentication/Verification?

100

Can you provide information if authentication is incomplete?

What is No 

100

This attribute is demonstrated when you acknowledge the customer’s feelings and show genuine understanding of their situation.

What is Empathy ?

200

Universal Survey became part of the specialist scorecard on what date?

What is March 1st?

200

A customer is upset about a fee. 

What should be demonstrated 

What is : * Empathy
* Root cause identification
* Education to prevent future occurrences 

200

If a customer requests information you are not authorized to provide, what should you do?

 What is follow policy and provide only approved information or transfer appropriately?

200

True or False: A positive customer outcome eliminates the impact of a policy violation.

 What is False?

200

Name one behavior that supports a Customer Obsessed Experience (SSAT)

 What is Active listening, demonstrating patience, positive language, empathy, building rapport, or showing appreciation.

300

True or False if a customer chooses a 6 and below its considered a Detractor ? 

What is True 

300

A customer has multiple account questions.

what should be demonstrate:

* Efficient call control
* Appropriate probing
* Recap of resolution

300

True or False: Specialists can bypass required procedures if it improves AHT.

What is False?

300

Name one action a specialist should take to avoid quality alerts.

What is follow procedures, authenticate properly, document accurately, or utilize Chase Answers?

300

What is the goal when resolving a customer’s request or issue?

 What is First Call Resolution  

400

True or False: Resolution alone guarantees a positive Universal Survey score.

What is False?

400

A customer states:

“I’ve called three times and no one has helped me.”

what should be demonstrated?  

What is ? : Active listening
Empathy
Ownership
Resolution

400

This resource should be referenced when a specialist is unsure of the correct process or procedure.

What is Chase Answers?

400

A customer calls about fraud and the specialist fails to follow the required authentication process. What quality impact occurred?

What is Policy & Procedure 

400

True Or False Create a meaningful connection by using courtesy phrases and using the customers name appropriately Falls Under SSAT 

What is: True 

500

If 5 surveys are not received during the month, what is used to calculate their score?

What is A 3-month average.

500

The customer says:

“This has been a terrible experience.” 

What should be demonstrated 

What is : * De-escalation
* Acknowledgment
* Resolution
* Positive close

500

 Why is proper authentication considered a critical risk even when the customer is satisfied and the issue is resolved?

What is : It put the customers account at risk 

500

A customer calls about fraud and the specialist fails to follow the required authentication process. What quality impact occurred?

What is  Policy and Procedure 

500

True or False Targeted probing questions falls under Problem Resolution 

What is : True 

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