AM Dedicated - Refresher

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

If approval from the client was obtained for advance charges, where must the approval be notated?

• Swoop Invoice Notes

• Payment Notes

• Phone Activity

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

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.

What is Agero's primary preferred method of paying for advance charges?

• Agero VCC

• Cash

• Company Check

• SP who can do the pay out

What is your limit for convenience fee for advance charges?

• 10%

• 15%

• No limit as long as total advance charges are below $1000

• 5%

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

When should we issue the VCC for advance charges?

• After the call with the SY, issue the VCC right away.

• After dispatching

• While still on call with the SY, issue the VCC already.

If the advance charges are above the client's limit, once VIMS approves your request, what would be the status of your credit card?

If the email/fax where the VCC should be sent is incorrect on the contact card on file, what shouldn't you do?

• Update it on your own

• Reach out to TLs/SMEs to have it updated

• Search for other contact cards that have the same address and business name and the right email/fax