CCP advises BCM that the downgrade will result to a prorated annual fee refund of $75.12. Bill reflects a prorated annual fee refund of $70. Price difference is $5.12.

CCP fails to read the sales summary part of the disclosure for the card upgrade.

CCP reads the RPD to the additional cardmember but obtains the Final EIC from the BCM.

CCP fails to read 2 principal benefits of the card and BCM chooses email channel of choice.

What do we tag if CCP offers and processes a sale during Val Gen off period?

BCM declines a SAVE TO EXISTING offer from the CCP twice. The CCP then offers a SAVE WITH INCENTIVE offer, BCM declined, but CCP rebutted twice. BCM eventually accepts a SAVE TO NEW offer.

BCM wants to cancel his Amex Everyday Preferred card because he lost his job. CCP offers Amex Everyday downgrade.

CCP fails to read the Additional Card part of the RPD while processing an upgrade. BCM does not have any existing additional cardholders.

CCP pitches a Product Transfer offer and advises BCM that his Optima Card is a grandfathered product.

CCP proactively advises the BCM that there will be no credit check if he upgrades his card.

CCP obtains Final EIC for the card upgrade but fails to get EIC for the existing additional cards.

CCP advises the BCM that he will not lose the 100,000 MR points save offer even if he cancels within 12 months since it is a retention offer and not a welcome offer.

Upgrading to the Blue Cash Preferred card will give you 6% cash back on Neighborhood Walmarts.

A credit check is possible for a Product Transfer.