Stuff
T/F.
T&C for each plan are the same for every state, zip code, and partner.
False
What is the main reason for contracts getting suspended?
Non payment
What is the contract start date in SAS?
The day they initially signed up for the plan.
Do all plans have service call fees?
No. In fact, most don't.
When do we notate accounts?
Every. Single. Call
Who are partners of HomeSeve?
Utility companies across the US.
What does 'Contract Summary Status' mean?
This will let us know if the customer has active contracts or not when looking in SAS.
What does "Paper invoice" mean?
Bonus: Do you know what Invoice monthly means?
Paper invoice = customer paying with check or money order
invoice = on bill. usually monthly but can be annually with some partners.
What is the 'Customer Status'
This shows if we are marketing with them.
What does the contract version tell us?
How long they have had that specific plan, how many years it has been active.
True or false?
Greg never repeats himself.
What is the name of Gregs cat?
Ms. Kitty
What or who determines what plans we can and cannot sell?
The partners! We cannot cross sell unless the account is already cross sold. We can set up plans within any partner they already have. If a new customer, we can do either the utility they have or own brand.
What is the best way to locate an account?
Zip code and building or house number
What does Grace have on her face?
Mud!!!!
What city is Greg from?
Berea, Ohio
Who can make a payment?
Anyone
If Greg could have ONE thing, what would it be???
HAIR LOL
If it's easy peasey - it must be ??????
Lemon SQUEEZY!!!!
What is a direct debit?
When we take money from someone's account to pay what they owe
ID&V.
Green - caller verified
Red - Caller not verified
Caller intent
What are JV codes?
JV codes are codes assigned to partners. This is used in mail codes and when attempting to locate the partner while pulling up the script.
Do plans stay with the property or the person?
Property, new homes must be enrolled as a new customer and wait 30 day waiting period.
When a caller comes in not verified, what did Greg recommend you say to get the customer to verify?
"To confirm I am looking at the correct account, can you confirm your address"
What can an authorized user do on the account?
ANYTHING