Identify

• What supplier or broker you represent.

• Name and agent/broker number.

• What is the source/reason for your call/visit.

• What is the new rate offered and ETF if applicable.

Consent

• If an inbound or a captured consent is used to engage, statement and permission is required.

• Informed consent will need to be captured for enrollment to proceed.

• Customer consents to new rate and supplier.

  
  

  Verify

• Verify the customer name, number, address, and account number or ESI or online account data, campaign and market specific.

• Transfer to third party verifier or transmit agreement or digital verification form.