NB All sentences written in RED must be read verbatim.

[Agent]: Thank you for contacting Own Lease. This call may be monitored or recorded for quality assurance purposes. My name is [Agent Name]. Who do I have the pleasure of speaking with?

[Agent]: Hi (Customer Name). I would be happy to assist you. Can you confirm the email address on file? 

[Pause for Customer Verification]     

[Agent] Thank you for providing that information. How can I assist you today?

[Pause for Customer Concern]

[Agent] Use empathy statement if needed. 

[Payment Disclosure] “OK [Customer Name], I have your permission to run the card ending in (last 4) for ($$$), is that correct?“

[Agent] “Thank you for your payment.”

“Was there something in the way your account was set up that caused this delinquency?” 

[Listen to the customer’s concern and provide assistance accordingly.]

[Agent Confirm Account Details]

(Customer Name). I’d like to confirm your account details.

As per my records, your current payment cycle is set to (….) and your due date is D/M. Does this match your pay cycle?

Additionally, could you please verify the last four digits of the card designated for your autopayments?

[Agent Recap] Please note your next due date is D/M for $

[Agent Recap] Was there anything else I could do for you today?

 [Agent] Thank you for choosing Own Lease.  Have a great day!

Kustomer no mostrará ningún formato HTML en la conversación. Si necesita verla en su formato original, puede abrir el correo electrónico completo desde el menú de opciones del mensaje.

Sitio web: http://electrofinance.com

Correo electrónico:  support@electrofinance.com

Teléfono: (800) 339-8512

Step 1. Create escalation using the relevant template. (Templates are in Snippets and KB Article titled Escalation Templates)

Step 2. Assign Team – This should be CX Managers

Step 3. Assign Queue – This should be Managers Escalation Queue

Step 4. SAVE CHANGES BY SELECTING SUBMIT

Notations on the account should be detailed and relevant