- CallAnalyzer.Admin

Did the agent add proper notes as per the communication with customer?

Did the agent ask customers consent for the End of Call Survey?

Did the agent avoid using jargon and industry slang while customer was on call? (Foreign Language)

Did the agent confirm adherence to conduct policy and TCF?

Did the agent confirm age Of Boiler?

Did the agent confirm can the vehicle be recovered by standard recovery equipment? ( so isn’t a caravan , trailer , minibus , limousine etc?

Did the agent confirm confirm purchase year of appliance?

Did the agent confirm confirm the Brand of the Appliance?

Did the agent confirm customers full name?

Did the agent confirm dd Date Given (ask customer if multiple options)?

Did the agent confirm dd Details Taken In Full?

Did the agent confirm did Agent Asked Customer Regarding Auto Renewal Of The Policy?

Did the agent confirm did Agent Gave Clear Understanding On Plans Offered To Customer As Per They Needs?

Did the agent confirm did Agent Informed Customer Regarding Exclusion Key Products? (If Required)?

Did the agent confirm did Agent Informed Customer Monthly Premium And Excess Payable ? (If Required)?

Did the agent confirm do You Have Cover In Place?

Did the agent confirm excess?

Did the agent confirm first line and postcode?

Did the agent confirm has the vehicle ever been used for motor racing, off road driving, rallies , track days , speed or duration tests?

Did the Agent Confirm if customer was the homeowner?

Did the agent confirm inception Date?

Did the agent confirm is the vehicle for non-commercial use , so for social , domestic , pleasure and commuting?

Did the agent confirm is the vehicle maintained in a roadworthy condition and meet all legal requirements (e.g. MOT , Insurance and Road Tax)?

Did the agent confirm is the vehicle ordinarily kept at your home address, within the territorial limits of mainland England, Scotland and Wales.?

Did the agent confirm is the vehicle under 15 years old?

Did the agent confirm it was for domestic gas?

Did the agent confirm length Of Contract?

Did The Agent Confirm Marketing Preference From Customer?

Did The Agent Confirm Name and Contact number Of The Person Authorized On Account?

Did the agent confirm please confirm Value of each appliance at the time of purchase? (make sure all appliance value are asked separately)?

Did the agent confirm scripts Read In Full Regarding The Product Sold?

Did the agent confirm the boiler was in full working order

Did the agent confirm the dd waeparate mentioned to t the customer

Did the Agent Confirm the type of Property?

Did the agent confirm type Of Policy?

Did the agent confirm wall Mounted?

Did the agent confirm what Is The Make And Model Of The Boiler?

Did the agent confirm where Is The Boiler Located?

Did the agent confirm your appliance has been installed, maintained, and used in accordance with manufacturers’ instructions?

Did the agent confirm your appliance is in good working order at the time of taking out this policy, was bought in UK as new or was in your property when you bought the property?

Did the agent confirm your appliance is no more than 7 years old at the date of taking out this policy, or 10 years at renewal?

Did the agent confirm your appliance is used in a private home, solely occupied by a single household.?

Did The Agent Confirmed Any Issues With Plumbing Drainage Or Electrics Of Customer ?

Did the agent do verification? (For Inbound Calls)

Did the agent follow the correct procedures for creating a task on system for releveant department? (if required)

Did the agent identify, recorded, addressed and act in accordance with company policy if the customer have any vulnerability?

Did the agent Inform customer of subject access request? (If needed)

Did the agent informed 14 days Exclusion of period to customer? (if required)

Did the agent informed 30 days Exclusion of period to customer? (if required)

Did the agent informed 48 hours Exclusion of period to customer? (if required)

Did the agent provide the clear accurate information, and the customer comprehended it?

Did the agent provide the policy reference number to the customer?

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