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CALL HANDLING RESIDENTIAL ACCOUNT VERIFICATION

EITHER OR APPROACH

  1. ASK THE CALLER FOR THE FIRST AND LAST NAME AND DELIVERY ADDRESS ON THE ACCOUNT.
  2. ASK THE CALLER FOR THEIR CELLPHONE NUMBER AND EMAIL ADDRESS (CONFIRM)
  3. CONFIRM YOU ARE SPEAKING TO THE ACCOUNT HOLDER/ AUTHORIZED USER.

COMMERCIAL ACCOUNT VERIFICATION

  1. ASK THE CALLER FOR THE NAME AND DELIVERY/SERVICE ADDRESS ON THE ACCOUNT. >>EITHER OR APPROACH<<
  2. ASK THE CALLER FOR THEIR TELEPHONE NUMBER (NO NEED TO CONFIRM ANYTHING) *MOST EMPLOYEES WORKING IN A COMMERCIAL LOCATION MAY NOT HAVE ACCESS TO THE COMPANY EMAIL. EMAIL ADDRESS VERIFICATION IS NOT A REQUIREMENT FOR COMMERCIAL ACCOUNTS.