LET MANAGER KNOW YOU’RE GETTING CC INFO IN “TO” CHAT ROOM
Go ahead with the name as it appears on the card. Is there a middle initial?
And the number as it appears.
And the expiration date.
And finally, the 3 (4) digit security code on the back of the card.
Ok, great, we’ll also need the VIN number.
GET THE V.I.N. NUMBER
Go ahead and grab the VIN – it’s a 17-digit number found on your insurance card, registration, or the vehicle itself.
I’ll hold while you do that.
MAKE SURE ALL CONSUMER / VEHICLE INFO IS FILLED OUT IN VS or FORTE
I’m going to make sure I have all the information correct before I send you to verification.
What address do you want the hard copy of the plan sent to?
(Address, City, State, Zip Code).
What email address would you like the digital copy to go to?
And is your name the only name you want on the plan or do you have another person you’d like to include on the policy?
CHAT IN YOUR “TO” ROOM THAT YOU NEED A VERIFICATION
Ok, great – let me give you the Customer Care number — it’s 1-800-989-8086.
I’m going to transfer you to verification where they’ll recap everything and process the payment. Please hold.
THE VERIFICATION DEPARTMENT WILL SIGNAL THEY ARE READY TO VERIFY YOUR DEAL IN YOUR BRIA ‘TO’ ROOM.
THEN, IN YOUR BRIA SOFTPHONE, CLICK ON THE 3-DOTS NEXT TO THE ‘END CALL’ BUTTON AND CLICK ‘INVITE TO CONFERENCE CALL’ – THEN PRESS THE NUMBER “5” AND HIT “ADD”.
THE VERIFICATION DEPARTMENT WILL PICK UP AND GET THE PAYMENT AUTHORIZED.
STAY ON THE LINE UNTIL VERIFICATION IS COMPLETED, THEN DISPO THE LEAD AS ‘SOLD’ OR ‘POSTDATE’