Sapphire Cards
Freedom Cards
Authentication
FA Workflows & Tabs
Miscellaneous
100

Has a $75 annual fee for each authorized user

What is Sapphire Reserve?

100

Discontinued card that is not available on the Chase website.

What is Freedom?

100

We have to authenticate this every time before we access an account?

What is customer's full name?

100

Tab we access any time someone mentions wanting to close their account

What is the retention tab?

100

The day you guys officially start production

What is October 16?

200

Has the $50 annual hotel credit

What is Sapphire Preferred?

200

This card is a Visa card and IS available on the Chase website.

What is Freedom Unlimited?

200

May prompt with last four-digits when information is pre-filled

What is the checking account number?

200

Tab we use to find when the customer's annual fee will be charged

What is the pricing tab?

200

The day you can start using your vacation time

What is November 7?

300

Receives 5 points/dollar on purchases through Chase UR (aka Chase Travel)

What is Sapphire Preferred?

300

Customers receive 5 points/dollar on Chase UR purchases, 3 points/dollar on dining & drugstore purchases, 1 point/dollar on all other purchases, and 5 points/dollar on rotating categories

What is Freedom Flex?

300

This CANNOT be provided during Cross Product Authentication

What is the last 4 numbers of the card?

300

Workflow we use to assist customers with their online account

What is Digital Profile Management (DPM)?

300

We ALWAYS do this when we receive a "new fraud" call that we can't assist with

What is warm transfer to fraud?

400

Has a 3% foreign transaction fee

What is Sapphire?

400

Customers receive 1.5 points/dollar for all purchases outside of dining, drugstore, and Chase UR purchases

What is Freedom Unlimited?

400

Isn't required, but if provided, it must match what we have on file

What is zip code?

400

Where we change or update the MMN/password

What is Update PII workflow?

400

Must be mentioned anytime "cash" is mentioned during the call

What is Cash Advance Disclosure?

500

Customers can receive $15/month in statement credits when they make purchases on Instacart.

What is Sapphire Reserve?

500

We CANNOT proactively offer this product when doing a product change

What is Freedom Flex?

500

Our department (Elite 01) CANNOT provide this to the customer or merchant in any circumstance

What is authorization code?

500

Workflow we use to change the language on the customer's statement

What is communication preferences?

500

Needs to be disclosed every time another person enters the call.

What is Call Monitoring Disclosure?