For your benefit
Things to say
SYSTEMS, Systems, systems
Best practices
Compliance made me do it
100

WHAT IS A NAC BENEFIT?

A benefit embedded with a card- at No Additional Charge for the customer. 

100

Name the four fundamental behaviors of a Customer First experience?

Open with connection
Commit to Solve
Deepen the Relationship
Close with Confidence

100

What system is used to answer calls?

WDE

100

Aside from the necessary systems and a note taking tool what else should you have open on a separate window?

Acceptable answers:
DOC's

CHC

Benefits guide 

100

Where can I go to find compliance-based procedures?

Colleague Help Center

200

What benefit will cover damage to, losing or theft of a Covered Purchase up to the first 90 days?

PURCHASE PROTECTION 

200

Please recite the call recording disclosure

"This call may be recorded, monitored, and analyzed for compliance and to improve our systems."

200

What system can I use to verify our customer with security questions?

ISP

200

If you are unsure if you should go into benefit details with the customer, what is acceptable for you to do?

Acceptable answers:
Transfer to a specialist
Ask a leader

200

What is the CHC called, that provides me with ALL the descriptions of coverage for AAC benefits?

CHC - Description of Coverage (DOC) - Home Page

300
What is Extended Warranty? 

It is the protection that matches the Original Manufacturer’s Warranty provided for a Covered Purchase
IF
an Extended Warranty Covered Event occurs during the Extended Warranty Coverage Period.

300

What must you do if someone other than the authorized user comes on the line when you're talking?

Read the recording disclosure AND
ask permission from the auth user to discuss account related info with the individual while on this call

300

What system shows a brief overview of the benefit our customer has? 

TACC

300

Is it acceptable to log into your systems and read emails 10 minutes before your scheduled start time?

NO

300

What CHC tells you how to authenticate the customer for this type of call back?

CHC - Authorized Callers, ID Process - Suggested Verbiage

400

What is Return Protection?

Return Protection offers you an extended return policy on eligible items charged entirely on an eligible American Express® Card.
If you try to return an eligible item within 90 days from the date of purchase and the merchant won’t take it back, American Express may refund the full purchase price.  

400

Please recite the disclosure used for emails.

"For your information on how to protect your privacy please visit AMERICANEXPRESS.COM/PRIVACY"

400

What system is used to file a customer complaint? 

Acceptable answers:

clic/icare


400

A customer calls in to asks why their claim was denied, what steps should you take to resolve their concerns?

transfer to claims specialist

400

What CHC will tell us what to do if the customer calls in and states they have additional information for their claim that may affect the outcome?

CHC - Handle Denial Inbound and Outbound Call
Step 4 

500

How must the customer set up their billing in order be eligible for Phone Protection?

They must charge your monthly Eligible Cellular Wireless Telephone bill to your Eligible Card Account.  

500

The customer states: Can you help me add this benefit to my account so that I can have coverage while traveling. What step(s) should you take?

Transfer to specialist
or if applicable: offer to self-service online 

500

What system would we use to view a certificate benefit?

AAC Enrollments

500

Provide a talk off for a situation where the customer states: " Why can't I purchase benefits with you?"

"Good question,
I would love to get you over to our licensed specialist because they have all the tools and knowledge to assist you in this process."

500

What should we do if a customer calls in to close a claim and there is an open third-party SIU case?

 Close the claim and add a follow up diary.

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