The door-to-door sales agent has not closed any sales all week and is convinced by a coworker to pretend a fake customer agreed to switch services to fool the third party verification process. The agent transmits fake customer information, which if verified could result in lost customers, revenue, trust, regulatory fines and legal costs for the company. The document outlines the proper process for verifying customer identities and agreements to ensure only legitimate sales are provisioned.
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6. Dude, this door to door
sales gig is tough. I
havent closed a sale all
week.
Go ahead! Convince
him to pretend hes a
real customer to fool
TPV by saying he
agreed to switch!
7. This agent 99. I closed another
sale! Customer is Ima Victim.
Address is 423 Elm St. in Hoboken.
Telephone numbers .
10. The door-to-door agent closes the sale
The customer name, address, telephone are
transmitted to an independent third party verification
(TPV) agency
The TPV agent calls the customer and collects personal
information known only to the customer
The agents system makes a secure API call to
authenticate the customers identity
A voice recording documents agreement to the sale
Fully verified sales are provisioned for service
Identity authentication failures are routed for special
handling
12. IDMEC
Ideal Direct Marketing Execution Consultants
Tom Atkinson, President (IDMEC)
(713) 828-6396
Tom_Atkinson@earthlink.net