Acronyms and Polices
What is the acronym for Pick UP Hang UP?
PUHU
What do you do when you have a lead and its not 8AM?
Call Outcomes
Cancel
Whats an Intake ID?
The number to identify a claimant and the file.
How can you tell the claimant is a case accept?
Intake status:
Sign Up Package
When do you click NO Contact/ CALL BACK
When a claimant wants a call back or you leave a VM
SSA
Social Security Association
Name the 4 times zones
Eastern
Central
Mountain
Pacific
When do you ask for a reset?
Tech questionnaire
Medical questionnaire
What MUST you have for a SIGN UP Package?
Address
Emergency Contact
Security Questions
When do you click Proceed to Intake?
When the lead wants to go through evaluation
What is the Absent Line?
612-238-7337
What should you include when hanging up the phone with a client?
Thank you for your time.
Do you have any questions?
Why do you ask for the mailing address?
To send an FCQ and potentially a Mail Out for Rep forms
If you can't get the SSN number, what is the other option for sending the representation forms?
Mailout. VARIFY the address 1st before you hit save and close
What is the 2-2-2 rule and whats the call outcome?
Minimum 2 call attempts
At least 2 days apart
Have 2 consecutive occurrences of the situation
fake Inquiry/ Bad Data
What is the MAIN requirement for SSD?
Worked 5 out of the last 10 years paying into Social Security
What is empathy? Why is this important?
Empathy: the ability to understand and share the feelings of another.
Its important to make our claimants feel like a person not a number
When on INBOUND which screen do you work off of?
What is the number you put into COMMUNICATOR for the case accept recording?
*400
When do you click NO LONGER INTERESTED
"Take me off your list"
What does FCQ mean?
Functional Capability Questionnaire
When there is a ROBO Call, what is your call outcome?
Call Outcome
Fake inquiry/ Bad data
Why is it important for assign the leads to yourself?
So you can get credit and potentially get your bonus
Do you transfer to PCMS for mailout?
YES!
What's the call outcome you select when you see a test lead?
Cancel