Tasking
Couldn't Think of a Category Name
Processes
Random Facts
Department
100

What is the correct template for a refund? 

Refund 0.00 to (Visa, MC, AMEX, Discover) 1234, refund reason (cannot afford/member experience/no firearm), cx acct / keep acct active

100

Can an Authorized User cancel an account? 

No, we need the primary's permission. 

100

What is the deceased member process?

Collect date of passing, reach out to SupQ or email lead's inbox for cancellation  

100

What living organism has existed longer than trees? 

Sharks 

100

Whose Sheriff is named "Tom Green?"

Michelle

200

If a member calls in to cancel, they have a dual explore w/ primary having eshield, how many cancel tasks would this be? 

3 cancellation tasks 

200

If a DEFDEN member is wanting to cancel, can you offer Legacy as a save tactic? 

What is "no?"

200

Future dated cancellation tasking can still be used. 

True or False: 

False 

200

What is Scotland's mascot?

A Unicorn 

200

Who in the team has no favorite ice cream?

Brandon

300

What information needs to be included in an "attorney required" task? 

Member's legal question and plan type (only include phone # if different from what's on the acct) 

300

Which states are we prohibited from offering any discounts for? 

CA and FL

300

After all subscriptions on the account are cancelled the account status should remain active. 

True or False: 

True 

300

What land animal can hold their breath longer than a dolphin? 

A Sloth (not a whale) 

300

Who in the department is a Jiu Jitsu professor? 

Dean 

400

What is the correct tasking for a Loyalty Reinstatement? 

Sale New Member / Plan Type Legacy 

and 

Eshield / Plan Type Eshield

400

What locations do not have Civil Liability available? 


New Jersey, D.C., Hawaii, and Minnesota

400

Who is the attorney/law firm for the South Texas Region? 

Burdette Law Group

400

What social media platform has more users than the populations of China and India?

Facebook (users 2.89 billion) 

China/India population (1.4 billion) 

400

Who is the youngest person in leadership? 

Breigh

500

What constitutes as a non rebuttal cancellation, and how is this tasked? 

Deceased, Moved out of Service Area and Medical (terminal) 

Type: Other / Subject: Non Rebuttal Cancellation

500

Which state(s) do not have a waiting period for Eshield? 

IL 

500

When a member is needing a new member card; should we use "Mail Review," or "Mail Request Information?" 

Mail Request Information 

500

What country borders the UK? 

Ireland

500

Who owned a BBQ Shop with their dad? 

Richard 

- will accept Rick