Agent releases info to a non verified caller Agent releases non-PII data to a non verified caller Releases info before verifying Agent changes the regulatory sc
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15
name three possible ways to authentication
dl, name, ssn, moms maiden name, etc.
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25
What's contact with BP?
Is any other person that the primary allows to obtain information and perform transactions. They arenโt financially responsible for the account. Only spouses c
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banana
Go to last place!
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gift
Win 25 points!
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fairy
Take points!
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lifesaver
Give 25 points!
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20
What's a primary BP ?
They are the person financially responsible for the account. They are the main contact.
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monster
Reset all scores!
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gift
Win 5 points!
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fairy
Take points!
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baam
Lose 25 points!
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25
can we assist third party callers? What are the specific things you can do?
We only assist them i they can verify the SSSN, Drivers License Date OB, etc. 3rd party callers can only make payments and verify due dates.
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15
what's authentication?
proving the person is the one they are dying on the phone.
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5
What does a "no no" account means?
No no means that IVY wasn't able to locate their account.