cv
Alpha Search > bus name/ First & last Name
How do you search Business Account On CV ?
1 year of the date of becoming Total disabled
how long does a customer have to file a claim for a disability insurance?
Thank you so much, Okay Thank you, etc...
What are unacceptable response during authentication process ?
Verbatim
How does Blue Bold need to be read ?
J screen > F5 > F5 > c & CFM1
How to request Confirmation of Coverage ?
Signing Authority
who can cancel BCLI/BCLB?
3 Attempts
How many attempts does cx have for Manual Authentication ?
Must keep the meaning same but can change wordings (best Practice is to read verbatim)
How does Black Bold need to be read ?
J screen > F3 > B
How to go on billing history screen on CV for HELOC ?
age, average daily balance and number of days in the billing cycle.
how is HELOC billed?
CTI, OTP & VP
What is High risk Authentication ?
Full Address including Province & Postal Code
What need to be confirm before sending any letter ?
J screen > F11 > F7 > X.xx-
How to debit wrong refund amount on CV ?
Person who can know/Cancel about CP coverage apart from insured cx
Who is Power Of Attorney ?
Enrolled status
What do you look for to ensure you can authenticate using voice print?
Tell customer that their credit product(s) will not be protected with the following benefits outlined in the Product and Benefit Table; if not already discussed during the retention attempt.
What is step 7 of cancelation procedure/most common compliance fail ?
Gateway > MTG010 Gen >Tab> 3 > F8
How to check arrears for MTG Insurance ?
BCLB/MLBI
What are the coverage that can exist without life coverage ? (You cancel this products on CV)
Ask for information needed such as debit card number, account number, etc...
How to authenticate customer with sharing restrictions ?
VP, CTI, OTP Cat A & CAT B
What is the order we go through for Authentication ?