PRO PLAN CONFIRMATION

***ALL CONFIRMATIONS MUST BE READ VERBATIM IN ORDER TO RECEIVE CREDIT FOR SALE​***

 

1a. Please allow me to put you on a brief hold to begin. ***PUT ON HOLD FOR 1 SECOND AND PICK RIGHT BACK UP***

1b. The process is easy. Please get something to write with and take this information down. First let’s make sure I get all the correct information added to your policy.

2. Can you please spell out your first and last name?

*****UPDATE ON CREDIT CARD SCREEN TO PREVENT CC DECLINING*****

3a. And can you please spell out the street address? And the city, state, zip code?

3b. I need to add your date of birth for future account verification for the protection plan. What is your date of birth?”

4a. Can you please confirm your phone number?

4b. And we do need to add a 2nd phone number to your account can I have that please?

5. We need your email address so we can send you a receipt and confirmation on the plan. Can you spell that out?

*IF CX DOES NOT HAVE AN EMAIL* 5b. Is there anyone in the household that has an email because I want to make sure you get your plan info and receipt?

(We no longer offer the ability to mail out any plan info)

5c.How does your name appear on the card? Is there a middle initial? Please give me the card numbers. What is the EXP date? and the CCV?

5d. Is the billing address for the credit card different than the physical address?

 

TO BE READ FOR ACH PAYMENT USE ONLY

Mr.Mrs, ____________ you hereby authorize ACH debit for the Protection Plan Center. By providing your authorization, you agree to allow automated debits from your bank account. **REQUIRED** I need your driver’s license number and expiration date. (add to notes). (IF CX DOES NOT HAVE DRIVERS LICENSE, we will need the state id with expiration date. add to notes)

You confirm this is your account and or you are an authorized signer for

[Bank Name], your account number is [Account Number], and your routing number is [Routing Number].

The effective date of authorization for debit is (today’s date).

By confirming this authorization, you acknowledge that you understand the terms and conditions and authorize us to initiate debit entries to your account as specified.

If there are any changes to your banking information or if you wish to revoke this authorization, please CALL US AT 800-656-6119 or email support@protectionplancenter.com.

Please be advised that the Protection Plan Center is not responsible for any NSF fees should funds not be available upon debit.

Also, there will be a $35 charge for Returned/Rejected payment if any should occur.

Do you confirm and agree to these conditions? (must get a verbal YES)

 

6a. We are setting you up with a 3 year plan. The initial fee billed to your credit card today will be $99.99 . I will now attempt to charge your card.  Since this is a telephone transaction your bank may send you a text or email to ensure you recognize the charge.  If so we  may have to simply reattempt the charge after you manually approve.

There is a 4% credit card surcharge for credit card transactions

6b. Todays total with all fees will be $104.11, OK?

6c. After that there will be a $14.99 monthly maintenance fee, this includes  24/7access to tech support agents who can troubleshoot any IT issue you may be having at home.    This fee will start 30 days from today.

 

MMF rebuttal:

A- Part of this fee is because the plan is continuously being improved. This fee grandfathers you into today’s rates. So, when you renew in a few years you will not have to pay any price increase! It includes access to your own personal I.T professional that can help trouble shoot your Tech issues year-round from the comfort of your own home. Let’s get you covered, ok!

 

B– Remember this also fights and protects you from cyber security threats and gives you 24/7 support on your computer, smart phones, TV, and tablets it provides unlimited help with virus removal, software installation, new device setup, and so much more. let’s finish up and add this plan, ok!

IF NO

We don’t want you to forgo the savings. Have you had any financial hardships or adverse economic changes, or are you a member of the armed services?

If so, we can discount the monthly fee 33%. That means I can give you the plan for $9.99 a month. Can we proceed?

 

 

 

7. The charges will show on your statement from The Protection Plan Center. This policy is additional third party coverage on top of your providers standard equipment warranty. This new plan will reimburse you for service call fees as well as ship you remote control replacements.

8a. Please remember your provider will not be able to access this plan. If you have questions about this plan, need to file a reimbursement claim, or have a question about the credit card charge you should call us directly at 800-656-6119. Again that number is 800-656-6119. Did you write that down?

8b.  You do understand your provider will not have access to this plan and you must use that phone number as your first point of contact okay?

***MUST GET CLEAR “YES” FROM CUSTOMER​***

8c. Do we have permission to text or email you about your account and offers? Message and data rates apply.

ID THEFT

9a. As part of your order today you receive an upgrade to Identity theft coverage. This will cover you in case your personal information is exposed in any of the many data breaches you hear about. We also protect you against credit card fraud, identity theft and even medical fraud. If you sign up today, you only pay $14.99 which covers your first bill and your coverage is activated immediately. We will go ahead and add this to the card you provided today okay?

IF YES:

9c. The $14.99 plus $4% credit card surcharge for a total of $15.58 will be charged today to start your billing cycle so your bill will automatically be deducted on the “current date” of each month to the credit card you have provided. The charge on your credit card will say “Protection Plan Center.” We will email a registration link to your email address. Please follow that link to register your plan to be fully protected. Do you understand this additional coverage is for your identity protection for 14.99 a month?*must get clear “YES” from customer*

IF NO:
9b. I know we covered a lot on this call today, but this may be the most important one. This proactively scans to keep you protected, and if there is an issue, it has a full identity restoration from a division of certified experts. Plus you are covered by our insurance for everything, including your out of pocket expenses. Let’s go ahead and add this plan today, ok?

IF YES- READ 9C
IF NO- MOVE TO 10

 

 

MOVE TO 10

9b. PC SUPPORT YES

9b. Great. Do you want me to include the Identity Theft protection? It comes with continual dark web scanning and covers your entire family with $1million in identity theft insurance. I can get the 24/7 support and whole home identity protection for only $21.99 a month. Do you want to upgrade to the bundle?

 

(IF CARD DECLINED FOR FRAUD) ) Call the number on the back of customers card

‘‘Your bank is declining the charge from the protection plan center for your protection plan we are trying to process.

It is just a security feature they sometimes do when you don’t swipe your card.

You will have to advise them that you need to authorize the charge we are trying to process for your protection plan

What is the number on the back of your credit card? (repeat it back to cx).

Can you grab a pen and paper?

Write down our company’s name: Protection Plan Center. Let me know once you’ve done that.

Also write down the amount we need authorized : $xx.xx. You wrote that down $xx.xx, right?

Once they they authorize the charge, I will complete your order and get you to your provider.

Do you have any questions before I get the bank conferenced?

9ca. PC SUPPORT

9ca PC SUPPORT

 

12. The $14.99 plus $4% credit card surcharge  for a total of $15.58

will be charged today to start your billing cycle so your bill will automatically be deducted on the “current date” of each month to the credit card you have provided. The charge on your credit card will say “Protection Plan Center.” We will email a registration link to your email address. Please follow that link to register your plan to be fully protected. Do you understand this additional coverage is for your internet service in your home for 14.99 a month? *must get clear “YES” from customer*

 

(IF CARD DECLINED FOR FRAUD) ) Call the number on the back of customers card

‘‘Your bank is declining the charge from the protection plan center for your protection plan we are trying to process.

It is just a security feature they sometimes do when you don’t swipe your card.

You will have to advise them that you need to authorize the charge we are trying to process for your protection plan

What is the number on the back of your credit card? (repeat it back to cx).

Can you grab a pen and paper?

Write down our company’s name: Protection Plan Center. Let me know once you’ve done that.

Also write down the amount we need authorized : $xx.xx. You wrote that down $xx.xx, right?

Once they they authorize the charge, I will complete your order and get you to your provider.

Do you have any questions before I get the bank conferenced?

If you have any questions about this plan call us at 800-540-3350.  Did you get that number?

 

9cb ID THEFT CONFIRMATION

12. The $14.99 plus $4% credit card surcharge  for a total of $15.58 will be charged today to start your billing cycle so your bill will automatically be deducted on the “current date” of each month to the credit card you have provided. The charge on your credit card will say “Protection Plan Center.” We will email a registration link to your email address. Please follow that link to register your plan to be fully protected. Do you understand this additional coverage is for your internet service in your home for 14.99 a month?*must get clear “YES” from customer*

(IF CARD DECLINED FOR FRAUD) ) Call the number on the back of customers card

‘‘Your bank is declining the charge from the protection plan center for your protection plan we are trying to process.

It is just a security feature they sometimes do when you don’t swipe your card.

You will have to advise them that you need to authorize the charge we are trying to process for your protection plan

What is the number on the back of your credit card? (repeat it back to cx).

Can you grab a pen and paper?

Write down our company’s name: Protection Plan Center. Let me know once you’ve done that.

Also write down the amount we need authorized : $xx.xx. You wrote that down $xx.xx, right?

Once they they authorize the charge, I will complete your order and get you to your provider.

Do you have any questions before I get the bank conferenced?

If you have any questions about this plan call us at 800-540-3350.  Did you get that number?

 

9cc PC/ID THEFT CONFIRMATION

19. The $21.99 plus $4% credit card surcharge  for a total of $22.86  

will be charged today to start your billing cycle so your bill will automatically be deducted on the “current date” of each month to the credit card you have provided. The charge on your credit card will say “Protection Plan Center.” We will email a registration link to your email address. Please follow that link to register your plan to be fully protected. Do you understand this includes additional coverage for your internet service in your home for 21.99 a month? *must get clear “YES” from customer*

(IF CARD DECLINED FOR FRAUD) ) Call the number on the back of customers card

‘‘Your bank is declining the charge from the protection plan center for your protection plan we are trying to process.

It is just a security feature they sometimes do when you don’t swipe your card.

You will have to advise them that you need to authorize the charge we are trying to process for your protection plan

What is the number on the back of your credit card? (repeat it back to cx).

Can you grab a pen and paper?

Write down our company’s name: Protection Plan Center. Let me know once you’ve done that.

Also write down the amount we need authorized : $xx.xx. You wrote that down $xx.xx, right?

Once they they authorize the charge, I will complete your order and get you to your provider.

Do you have any questions before I get the bank conferenced?

If you have any questions about this plan call us at 800-540-3350.  Did you get that number?

9d. NO TO PC SUPPORT

9d.  This technical support covers so much! It covers every single internet connected device in your home. This is your own personal IT professional that can help you from the comfort of your home 365 days a year! There is no contract or cancellation fee, and for just $14.99 today, you can try it out and see the benefits. Let’s go ahead and add that plan today, okay?

HAS NO PC

 

9e.  We have also teamed up with Identity Force to protect our callers with up to 1 million dollars in identity theft insurance. This will protect your information from being hacked or stolen including credit card theft and medical fraud. If you sign up today, you only pay $14.99 which covers your first bill and you are protected immediately. We can go ahead and add this to the card you provided today okay?

 

10.

10a. I am going to process the credit card charge give me just a moment. CONVERT SALE, ADD YOUR NOTES, THEN PROCESS CREDIT CARD CHARGE

​

CHARGE WENT THROUGH10b. You are all set. We will email you a receipt and plan info. What issue were you trying to handle with your provider today?

 

DECLINED CHARGE

 

(IF CARD DECLINED FOR FRAUD)

Do you have a different card we can try?

IF NO-

OK, the $xxx.xx declined. Let me try it for a smaller amount to see if it will go through.

(view what charge amount manager attempted, and advise the cx we attempted to chg the card for $xx.xx and it still declined).

OK, we will have to call your bank to get the charge approved.

It is just a security feature they sometimes do when you don’t swipe your card.

 

You will have to advise them that you need to authorize the charge we are trying to process for your protection plan

What is the number on the back of your credit card? (repeat it back to cx).

Can you grab a pen and paper?

Write down our company’s name: Protection Plan Center. Let me know once you’ve done that.

Also write down the amount we need authorized : $xx.xx. You wrote that down $xx.xx, right?

Once they they authorize the charge, I will complete your order and get you to your provider.

Do you have any questions before I get the bank conferenced?

 

 

10d. Can you verify the expiration date and CVV code? IF CORRECT, MOVE TO 10e 

110e. Do you have the funds available on the card? IF YES, MOVE TO 10f 

10f. Did you get a text alert or email alert from the bank to authorize the charge? IF NO, MOVE TO 10g 

10g. Do you have another card we can use? IF NO, MOVE TO 10h 

10h. Let’s call the bank on 3 way to authorize the charge. It only takes a moment. What is the customer care number on the back of your card? CONFERENCE CALL THE BANK ON 3 WAY 

 

11. Before I transfer you over, we are adding a 30 day free trail of our Identity Theft Protection. It protects against identity theft, credit card fraud and gives you 1 million dollars in coverage to help fight and restore your identity if it’s ever compromised. This not only protects you, but up to 5 people in your household as well. The plan is normally $14.99 a month but it’s free the next 30 days. We will email you a registration link. Make sure you follow that link to register your plan to be fully protected. What email should we register your plan with?

 

IF YES (Must Have Email Address AND A WORK ORDER MUST BE ADDED FOR 30 DAY TRIAL IN FASTGEM):​ Great! If you have any questions on the plan or need to cancel the 30 day free trial, call us at 800-540-3350. Did you get that number written down?

 

IF NO:​ Are you sure? You need to verbally decline the ID Theft Protection on this recorded line and you understand that you are not covered for 1 million dollars in identity coverage. Identity theft is one of the only crimes that the victim has to fix themselves! The police do not help you fix your credit. Are you sure you want to decline?

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