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Caller Verification Training Questions

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Caller Verification Training Questions

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Verification Questions

Created by

Heather
Heather
United States

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Caller Verification Training Questions
 

Caller Verification Training QuestionsOnline version

Verification Questions

by Heather
1

What information has to be collected for verification if an applicant/assignee does not have the certificate #?

2

If we can see in Dynamics the owner is calling from the phone number we have on record, do we still need the owner to verbally verify the phone number we have on file?

3

What fields need to be filled in within the Dynamics call software for the verification button to appear?

4

What information does an agent need to provide for us to verify them?

5

What is needed to change or remove a password from a member’s account?

6

If a member has a password on their account but cannot verify the password, what certificate information can be provided?

7

What information does a insured owner need to provide to verify themselves?

8

What information does an assignee or applicant need to provide?

9

What information does a payor need to provide?

10

What information does a beneficiary need to provide?

 
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