3 Points of Verification

  1. Notify the customer that a point of verification is missing from the account and which point of information that is.

  2. Request the customer provide the information so they will have 4 points to provide in the future.

NOTE: if adding email or PIN, keep this information to use at the end of the call to educate the customer on the different ways to pay their bill now they have email/PIN on their account (Online Bill pay, app, IVR) If adding email be sure to Sync to Portal

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QA Points

  1. Verify and update account