They are the person financially responsible for the account. They are the main contact.
20
What's contact with BP?
Is any other person that the primary allows to obtain information and perform transactions. They aren’t financially responsible for the account. Only spouses c
25
what's authentication?
proving the person is the one they are dying on the phone.
15
name three possible ways to authentication
dl, name, ssn, moms maiden name, etc.
15
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.
25
What does a "no no" account means?
No no means that IVY wasn't able to locate their account.
5
name two red alerts for agents.
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
