• Welcome Greeting
  • Closing Greeting
  • Approachable Attitude
  • Acknowledge
  • Magic 5
  • Empathize
  • Hear to Understand
  • Manage the Call
  • Offer Additional Assistance
  • Verification: SPV, LZ4
  • HIPAA/PCI
  • CRM Doc: Subj/Prod/Cat
  • Notes & CRM Cases
  • Action taken on Acct
  • PPT Education
  • TImeframes
  • Amounts/Dates
  • Accurate Resources
  • Case Assignment Martix
  • EZ App
  • Upload Receipts
  • Fax Forms w/Receipts
  • Recap
  • Website

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