WHO?
WHAT?
WHERE?
WHY?
HOW?
100

We are required to authenticate this person before providing any information

Who is any caller?

100

Any FP's employment status will either show active or this

What is terminated?

100

This system is used to verify the FP's pin

What is ERSC, mainframe, utiq?

100

We authenticate the FP for this reason

What is to confirm the identity of the caller and protect customer interests?

100

An FP is transferred from the sales desk who confirms they verified the caller's name. Do we have to obtain the pin number?

What is yes?

200

This person can be provided information on any case

Who are Managing Director, Manager of Financial Services, Operations and Control Manager

200

This part of the insured's name is required

What is the last name?

300
FP and manager are on the line together or on speakerphone, who are we required to authenticate

Who is everyone?