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Cards 1
Not verifying Email address.
Yes
No
Cards 2
Not reading the NACHA Script when processing a bank draft payment
Yes
No
Cards 3
Using the insured's name
Yes
No
Cards 4
Not fully verifying all pieces of information for HIPAA prior to releasing information.
Yes
No
Cards 5
Stating owed amount
Yes
No
Cards 6
Not saying Monitored AND Recorded in the first 30 seconds of the call
Yes
No
Cards 7
Not assisting the PH with a request that you are authorized to handle.
Yes
No
Cards 8
Using the Payor's name
Yes
No
Cards 9
Not verifying the insured is in good health prior to taking a payment on a lapsed policy.
Yes
No
Cards 10
Not attempting to conserve a policy at all (unless ineligible).
Yes
No
Cards 11
Not verifying Phone #
Yes
No