Will consumers be able to designate an authorized representative on their application who can speak on their behalf? Example: An immigrant parent who wants an adult child to be listed as an authorized representative to assist them with their account.
Will agents who are attached to a consumer based on their NPN be able to call the call center to assist our clients with problems with their account, or will the consumer need to call the call center and authorize us to assist them or be obligated to set
Will the broker support representatives at the support call center see the same screens that brokers, see?
Is there a dedicated agent line that agents can call for assistance?

Will agents who are attached to a consumer based on their NPN be able to call the call center to assist our clients with problems with their account, or will the consumer need to call the call center and authorize us to assist them or be obligated to set

October 29, 2024 19:34
Updated

Yes, agents will be able to call on behalf of their clients. Clients will not need to be present, and a 3-way call will not be necessary.

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