Taxes
What are the entity types?
Individual vs Business
What PT will be splited?
PROFILE SYNC & COMMISSIONS
When can we request emails?
During email time
75% - 89%
What means "the legal bussiness name"?
The legal name registered with the IRS and is the name we use for TIN Check. Usually ends with LLC., Co. or Inc.
What does the asterisk mean on a PT?
required field
Duration Lunch time
60 mins
KDI Effective goal
86% - 92%
When do you need a TIN?
•TINs are unique to each individual/entity.
•Social Security Number for customers filing as an individual
•Employee Identification Number for customers filing as a business
•Non-US individuals may receive specific TIN from the US
When we can offer a profile update PT?
After 48 hrs of reporting it with the merchant
When can we follow up pendings / emails
ready or idle
ATT (average talk time) goal
520 seg
Mention 3 merchants who have tax services
Monat, Inteletravel, Beauty Counter
How can you merge tickets?
show me.....
When do we release the 1099 forms?
January 22
ACT (Average chat time) goal
840 Seg
When you create a CIP?
Give an example
What are the PTs that we use (mention min 5)
ID Verification
Risk Investigation
Recall
Unflag Account
Registration Limit
Acc Limit Increase
Customer Contact Request Process Ticket
PayOps Inquiry
Trace
Refund
Prof/Comm Inquiry
Dispute
Stuck PPC Load
CIP Tax
Are Herbalife chipped ppc sent automatically before expiration?
Yes they renew automatically only Chipped cards
What is KDI?
Key Driver index (Knowledge to handle request, Provided favorable outcome, Effectively used time, Acted in best interest, Guided my service interaction)