Cancellation
How many days do we give our dealers to determine an action plan for the cancellation case before we close it out?
14
How many collection letters to do we have?
3
Name all the managers in the Customer Experience Team?
Michael, Chelsea, Thira, Duane. Ralph
What is the control case number for the Fund Escalation, Escalation and Manager Escalated Case?
92.500, 92.030, 92.095
What is the control case number for the resign case and the expiring credit case?
20.045, 65250
What is the control case number for the pending cancellation case and retention case?
00.020, 00.019
What is the case number for the Bill Incurred Cost Case?
95.075
What is Kristinas official Title?
Chief of Staff
What field to we use to set a callback through the dialer?
Promise Keeper
How many letters/emails templates do we have for the Compliance process?
4
A dealers comment in the 00.020 case can be identified by what initials?
SA
What field should we enter the amount owed/collected?
Collections or Credits
Who is the current CEO for Solcius?
Jason Knapp
What is the order of Escalations for Escalated Customers?
Coaches, Sups, Manager
What are the control case numbers for HOA Call, Submit Required HOA Documents, HOA Approved System Design?
20.560, 20.580, 20.600
Which result reason should we select to make sure the bill incurred cost case opens up automatically?
Billed
What field do we enter COVID-19 for customers that cannot pay incurred costs due to the pandemic?
UDF1
What is the address for Solcius?
1555 Freedom Blvd 200 W, Provo, UT 84604
Estimate of how much we have collected so far this year? Estimate has to be at least $5K off
$91,000.00
What is the control case name for the inbound email cases?
92.600
What case will open up if we reject the pending cancellation case?
00.080 | Reinstate Case
What do we do with accounts we fail to collect and are over the amount of $1K ?
Outside Collection
Who is the President of Sales for Solcius?
Bryan Jackson
What is the control case number for the Compliance Case?
92.055
How can we check our daily cases worked today?
Escalation Team Performance Dashboard