Untitled Note

6082851 ROSEMARIE BRIZO RESBUEN DALE VERALLO JUPITER UNABIA 208463657 Agent called in to help the customer set up the new vehicle and transfer the service from another vehicle if needed. The agent informed the customer that she will transfer the active subscription to the new vehicle. The agent verified the account. The agent confirmed that the card on file will be used for future charges. Agent read the disclosure where the customer provided an affirmative response. End of call. Procedures: Offer Strategy: The agent failed to mention the plan name during informing the customer to transfer the service from another vehicle. Agent should ensure to provide the complete required elements during presentation. Offer Features