Card Types
CRM & Call Flow
Cardholder Info/ Balance/ Activation
Transfer/ Conferences
Call Wrap UP
100

Provides members with convenient access to participating retailers with the S3 technology to purchase a variety of products with their benefits and rewards.


What is the s3 card? 

100

"Thank you for calling Healthy Benefits Plus Member Support! This is <<your name>>. Who do I have the pleasure of speaking with today?”


What is our greeting?


100

Email address and prefferred phone number


 What are the 2 things we can update on the cardholder info tab?


100

 When we stay on the line with the member to introduce them to the new rep after supplying all necessary information to that new rep. Is also how every transfer call is handled.

 What is a warm transfer?


100

Scheduled Benefits, Discounts, Rewards


 What are the main Healthy Benefits Plus Programs we work with?


200

Combines many members benefit and rewards programs into a simpler, integrated experience with access to more than what members get with a traditional member ID.


What is the UCard?

200

Part of our call flow that Lets member know that we are willing to go above and beyond to help them


 What is a Willingness Statement?

200

 The info needed to activate members card after account has been verified


 What are the last 4 digits of the card number?


200

 The service used when an interpretor is needed


What is translation services?


200

This info is provided to member after confirming all needs have been met on the call and is found at the top of the Call Wrap Up page for us the read to the member before ending the call


What is the benefit recap script?


300

Combines the S3 payment technology and Visa all in one, which creates the opportunity for members to utilize a wider variety of benefits and have a broader member shopping experience.

 What is the Dual Card?

300

This is where to find the members HPP phone number as well as tier 2 number when needing to transfer the member 


What is the Program Information tab used for?

300

Balance information for all programs, Benefit Tiles and Healthy Savings Offers


 What is found on the Available Balance tab?


300

Transfer/ Conference> dial transfer number> provide callers info and reason for transfer> conference> introduce and thank them for calling> transfer


 What are the steps to follow to complete a warm transfer?


300

All dispositions and notes made on every account will appear here.


 What is the Contact History Tab?


400

Offers the flexibility for members to utilize their benefits offered by their health plan provider by using the Visa network to make a payment.


What is the Visa Debit Card?


400

 Displays information specific to the member’s plan such as the card image, overview, eligible items, Ways to shop and website the member can access there account from


What is the details button?


400

First go back to cardholder search and Research the system to see if the member has an active account( after account was already located and opened) 


 What is the first step in troubleshooting an Inactive-Expired account?


400

Reason for the transfer, members name, DOB and zip code, callers name( if other than the members)


 What is the info needed from rep before taking over a transfer call?


400

 “Before we end the call today, I would like to remind you of your current benefits. You have $10 available on your 

healthy food benefits that will expire at the end of this month. You get $50 each month. Your next deposit will be on February 1, 2025."


 What is an example of a Benefit Recap Script?


500

A payment technology that allows the store to implement the Healthy Benefits Plus programs

What is s3?

500

Where all  process steps for all call types are found, as well as answers to most members questions. This is also required to be opened and used on every call

 What is KIP?

500

Click call wrap up button, provide: Current available balance, Benefit type, Expiration frequency, Benefit amount and frequency,  Next benefit deposit date and then click the back button to return to previous screen


 What is the process for handling a balance inquiry call?

500

2 minutes 


 What is the maximum amount of time a caller can be placed on hold for?


500

 Resolution, name of caller (other than member), name of rep


 What is the info needed to be notated in the comments field?