Certified Agents

Helpful Information for Certified Agents

Welcome to the Team!


How are you doing with your clients? From time to time, you may have a question or need some troubleshooting. Below is a list of frequently asked questions. If you do not see your question here, please submit your question below. Allow at least 24 hours for a response. If you can not wait 24 hours for an answer, call your QA or visit your portal for answers.

Servicing Clients


First and foremost, we are so proud of you! You are certified and on the phones!!! Here are a few tips and suggestions to be as successful as you can be.

 

Once you transition from your instructor to certified, your client will assign you a support person. GET TO KNOW YOUR SUPPORT PERSON. This will be your go to for all things relating to your client.

 

In the portal, you will see some changes too. In the references tab, you will have access to the client database of articles, videos, and downloads which are so helpful. You will also have access to live chat for registration, partner, and technical support. And of course we are available for questions and support.

Frequently Asked Questions

  • Can I service more than one client?

    Of course you can. Once you certify with one client and are familiar then add another.

  • What if I miss a day of class?

    Each instructor will tell you the attendance policy. It is very important information you’ll learn, so try to not miss it unless it is an emergency. If you have a verifiable emergency, please contact your instructor as soon as possible.

  • How much do the different clients pay?

    Each client pays hourly and runs $10-$15 an hour. 

  • What if I don’t like working for my client?

    This is rare and unfortunate. Each client has different customers. We encourage you to think about the kind of customers you will encounter before selecting a client. Let’s spend some time handpicking the perfect client for you.

  • I can’t reach my assigned QA?

    As soon as you are certified, your instructor will assign you to a person who helps you learn the ins and outs of servicing your new client. If you are not sure who yours is or cannot reach the assigned one, check your email first. It is possible you were reassigned based on your tier level. If that does not resolve your problem, go to your portal.

  • How can I work more hours?

    Newly certified agents do have an hour cap for the first two weeks to allow you time to get comfortable before we just throw you in the dialer full speed. You’ll thank us later! Then the hour cap will be automatically raised. The hours available to you through 30-minute intervals are based on your performance. So, it is up to you. The most important factor in moving up tiers is your commitment to adherence.

  • What are tiers?

    The client requires every agent to begin in the bronze tier followed by Silver Tier, Gold and Platinum Tiers. The Gold and Platinum tiers are where you want to be. It takes 3 to 6 weeks to work up to gold. Most of the time, bronze is 25 to 30 hours a week, silver is 30 to 40, and gold is 40 to 60 hours available per week. Each tier’s available intervals are released at their scheduled time. Naturally each tier is offered different hours. If you meet your commitment adherence, you have nothing to worry about.

  • What is commitment adherence?

    Commitment adherence simply means you completed all the intervals you committed to working. Intervals are released once a week, and you will select the two weeks intervals you want to work. At the end of every day and week, the system generates a score called the CA.

  • I did not meet my commitment adherence this week or I need to miss a scheduled interval?

    The system allows you to drop an interval within 48 hours of that interval time. If you are aware of the need for at least 48 hours or more, just go into the app and release that interval. If it is less than 48 hours, swap the interval in the app, but also reach out to your QA or other supervisor.

  • I need proof of work.

    Submit an inquiry below, and we will supply you with an employment letter. Also, you do get a pay stub every week as well.

  • How do I claim this as a home-based business to get deductions on my taxes?

    I encourage you to save all of your related costs. You work from home, so your rent, Wi-Fi, electricity, and all of your equipment are all business expenses for you now. These are extra deductions on your taxes.


    Please discuss this with your tax preparer.

  • I got kicked out of or can’t log onto the system to work.

    Contact your QA and log into tech support via your portal home page immediately. Tech support will give you a waiver so that it does not affect your CA. Anytime you incur technical problems, go immediately to tech support, your QA, and the supervisor on duty.

  • Do I have to use dual monitors?

    You do not have to. But it sure does make life easier when servicing. 

Still Have Questions?


Just Ask Us!


We hope you found an answer to your question. If not, please submit an inquiry using this fom. They are answered in the order received, so please allow up to 48 hours for a response. If you need an answer sooner, dial the emergency contact number provided to you in your welcome email.

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