Starting the Call
Taking a Payment
Insight Compliance
Insight Procedures
General
100

This is the correct way to ask for the CM.

What is Frist Name, Last Name?

100

You can take a payment from these people.

Who are the CM's, Spouses, or Third parties.

We will also accept: What is "Everyone"? 

100

The compliance section you get marked down for when you don't educate the CM of the next due date, remaining amount towards the Min Pay Due, and the consequences after taking a payment for only the past due amount.

What is 1.12 - UDAAP?

100

These are the qualifying events that will enable you to get credit protection benefits.

What are: 

1. Involuntary Unemployment

2. Disability

3. Death

100

This is the capital of California.

What is Sacramento?

200

This is the "First name" in Erik's Frist Name Middle Name, last name, method to remembering your Compliant intro.

What is the Agents Name?

200

When taking a debit card payment, this is the primary form of verification for said debit card.

What are the last 4 digits of the debit card number?
200

The compliance section you get marked down for when you don't Transfer to account services after the CM tells you their Credit One credit card was stollen.

What is 1.10 Regulation Z?

200

This is what you would click if the CM wants to close their account.

What is the green handshake?

200

This is the make and model of the movie icon Eleanor.

What is a Ford Mustang?

300

This is the "Middle Name" in Erik's Frist Name, Middle Name, Last Name, method to remembering your compliant intro.

What is the name of the Bank?

300

This is how you must read the debit card payment script.

What is verbatim?

300

The compliance section you get marked down for when you don't offer to transfer to account services when cm uses keywords regarding Military Service.

What is 1.6 - MLA/SCRA?

300

This is what you would do if a CM says, "Stop calling me", and hangs up.

What is send to sup queue for CC after taking your No PTP.

300

If you are enjoying a pint of Guiness in it's country of origin you are in this country.

What is Ireland?

400

This is the "Last Name" in Erik's Frist Name, Middle Name, Last Name, method to remembering your compliant intro.

What is the Call Recording Disclosure?

400

When reading a payment script, you cannot say this sentence to a spouse or 3rd party. (2 parts)

What is "Upon receipt of your next billing statement, you'll see a credit for this payment." and "You have an additional $____ in available credit."

400

The compliance section you get marked down for when you don't read the NACHA script verbatim.

What is 1.7 - NACHA/Debit Card Script Requirements?
400

This is the disposition you would use if the person that answered immediately says, "Don't ever call me again", and hangs up. 

What is a Block/DNC Ever?

400

This is the most powerful space telescope ever made.

What is the James Webb Telescope?

500

Perform a compliant call intro up until the request for payment.

Roll play.

500

You've taken a payment and after getting authorization, you discover that the person on the phone is not the owner of the debit card. This is your next step.

What is cancel the payment.

500

You are in violation of this, when a CM tells you they want a credit limit increase and you tell them that they need to make a few on time payments before they would even be considered.

What is 1.8 - Regulation B?

500

This is the disposition you would use when the card member says they are doing a debt settlement with Cordova Law Group.

What is CCA/POA?

500

He is the best trainer you have ever had.

Who is Erik Gonzalez?