***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 .Great! The service is really easy to get started. We will send you an email with an activation link. Just click it and you are on your way to getting everything we covered and more! The activation fee is only $49.99 today. Let’s confirm the credit card you want to use. What’s that number? And expiration date? And CVV code?
2. Can you please spell out your first and last name as it shows on the credit card?
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?”
3c. What is the address your credit card bill goes to?
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?
4c. 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* 4d. 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)
- 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?
- Great. Do you want me to include 24 7 support on all your devices? It includes virus removal, software installation, and more.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?
6a. PC SUPPORT CONFIRMATION
6a. OK. The $14.99 plus $4% credit card surcharge for a total of $15.58 will also 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*
DO you understand that we are charging your credit card for $_________? *must get clear “YES” from customer*
If you have any questions about this plan, call us at 800-540-3350. Did you get that number?
6b. ID THEFT CONFIRMATION
6b. OK. The $14.99 plus $4% credit card surcharge for a total of $15.58 will also 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. If you have any questions about this plan, call us at 800-540-3350. Did you get that number?
DO you understand that we are charging your credit card for $_________? *must get clear “YES” from customer*
6c. PC SUPPORT / ID THEFT CONFIRMATION
6c. OK. The $21.99 plus $4% credit card surcharge for a total of $22.86 will also 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 $19.99 a month? *must get clear “YES” from customer*
DO you understand that we are charging your credit card for $_________? *must get clear “YES” from customer*
TO BE READ FOR ACH PAYMENT USE ONLY
Mr.Mrs, ____________ you hereby authorize ACH debit by the Protection Plan Center. By providing your authorization, you agree to allow automated debits from your bank account.
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)
If you have any questions about this plan, call us at 800-540-3350. Did you get that number?
7a. Do we have permission to text or email you about your account and offers? Message and data rates apply.
7b. I am going to process the credit card charge give me just a moment.
CHARGE WENT THROUGH 8a. You are all set. We will email you a receipt and plan info. What issue are you trying to handle with your provider today?
DECLINED CHARGE 8b. We had an issue charging the card. Can you please confirm that number for me one more time? And the expiration? And the 3 digit csv? What is the name on the card? And the billing address?
(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?
9a. Before I transfer you over, we can also add coverage on your other devices in the home like your cell phones, computers, tablets, and TVs. This will cover all damages, repairs, and replacements on up to 5 devices for one low rate. The activation fee is only $29.99 and then just $17.99 a month. Can we go ahead and add this plan?
*CUSTOMER MUST HAVE VALID EMAIL IN ORDER TO PROCESS ORDER*
*DO NOT SELL TO CUSTOMERS WHO LIVE IN NEW YORK*
NO: Move to 10
YES: Great! The $29.99 activation fee will be charged today along with your first month’s bill of $17.99. After that the $17.99 will be charged on the “current date” of each month. The charge will show on your statement as 5 Devices. All repairs and replacements require $100 flat rate deductible. If you have any questions about this plan or about the credit card charge, call us at 800-939-7115. Did you write that number down?
PAY BILL: 10a. You can handle most billing issues online and it will save you time, but I will give you info to contact your provider just in case.
11a. If you do need to contact your provider, please remember they will not be able to see the plan you purchased with us. Its only in our system. Keep in mind your provider has over ten thousand people that answer their phones so sometimes a person over there does not know about our plans. If you need anything or need to ask questions about our plan or charge you will have to call us back directly at 800-540-3350, OK?
11b. OK, I just want to make sure you get that problem totally resolved so please take down this number to reach your provider before I transfer you in case the call gets disconnected. That number is:
DIRECTV 1-855-679-4357
COMCAST 1-866-316-1619
SPECTRUM / TIME WARNER / CHARTER 1-888-438-2427
VERIZON 1-800-922-0204
WOW 1-866-496-9669
12a. I noticed here that you qualify for our promotional rate on our Personal Protection Pendant. This can immediately dispatch emergency medical assistance with the touch of a button not only inside your home but anywhere on the go. It’s like Life Alert, only half the cost. For only $49.99 a month so you can be saved when a phone is out of reach. Can we go ahead and sign you up?
**IF YES GO TO CONFIRMATION**
https://salesportal.online/personal-protection-pendent-confirmation/
**IF NO**
I am going to transfer you now. Have a wonderful day!
- From the credit card pop up – make sure the full credit card # has been entered including the CVV
- Make sure the CVV is also in the CVV box in the customers Agemni profile.
- At the bottom of the credit card pop up you will see the “process credit card” section.
- The default merchant should be *EMS/FD + Make sure the amount is correct + Enter the charge description + then press PROCESS. See the screenshot example below.
- CHARGE DESCRIPTIONS:
-
PRODUCT YOU ARE CHARGING FOR CREDIT CARD DESCRIPTION Protection Plan 2 year Upfront pro 2 Protection Plan 3 year Upfront pro 3 PC/ID Upfront pcid upfront PC Support Upfront pc support upfront ID Theft Upfront id theft upfront ANY DECLINED RECURRING declined recurring
- If you get a decline on the transaction you can confirm the credit card information with the customer again. If the info was wrong correct it and try again. If not hold off until the end of the call.
