
AM Dedicated - Refresher
Authored by May May
Professional Development
Professional Development
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13 questions
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1.
MULTIPLE SELECT QUESTION
30 sec • 1 pt
When do you reach out to Leadership for approval of advance charges?
Advance charges above $1000
Advance Charges above $5000
Advance Charges above the client's liimit
Proper breakdown of advance charges cannot be obtained
2.
MULTIPLE SELECT QUESTION
45 sec • 1 pt
If approval from the client was obtained for advance charges, where must the approval be notated?
Swoop Invoice Notes
Payment Notes
Phone Activity
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
When approval for advance charges was submitted by the client through their Dashboard (Client request/update on our end), what information is needed to proceed in processing the case?
Amount approved + Client's name w/ credentials
Amount approved + Client's name w/ credentials + Date when charges were approved
Amount approved only
Client's name and credentials only
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
If approval is needed from the client for advance charges, but the SP will do the payout for us, what must you do first?
Call SPs in Swoop first so as to check the convenience fees of the SPs then have all advance charges (including the CC fee of SP) approved by the client
Call the client first to obtain approval before manually assigning an SP in Swoop
Call client to obtain approval first then dispatch in Swoop. Once done, issue the VCC like usual.
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is Agero's primary preferred method of paying for advance charges?
Agero VCC
Cash
Company Check
SP who can do the pay out
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is your limit for convenience fee for advance charges?
10%
15%
No limit as long as total advance charges are below $1000
5%
7.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
If the SY only accepts cash or company check, what would be your next step?
Proceed with asking their hours of operation
Offer a maximum of 10% convenience fee if they are willing to accept an Agero VCC
Insist that they should only accept an Agero VCC
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