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   Policies and Procedures Section 9

Selling MapleLeaf CA Products and Services

    When signing up customers, IRs must provide them with all of the costs involved with the product(s), including set-up fees, one-time fees, monthly fees, taxes, usage limitations, etc. It is important to help customers understand their communications needs and help them choose the product(s) that will satisfy those needs. This will help to build lasting relationships with their customers and to develop trust to meet their changing needs over time, and to advise them of changes as communications services change over time. It is critical to ensure that customers fully complete sign-up forms and that they be aware of their right to cancel the transaction within the given limits. Ensuring that the online forms are accurately filled out helps to limit possible delays in servicing a customer’s needs.

9.1 Problems that Can Delay Commissions or Transfer of Long Distance Telephone Service

  • Usually it takes about 4-7 days for the transfer of a LD account. Delays can happen if the online forms are not completely or correctly filled out, so it is VERY IMPORTANT that this is done accurately. The customer can call 1-700-555-4141 in order to determine if the transfer is complete.
  • Be certain that the person making the change had the right to do so – check the name of the bill from their previous provider to ensure that this is correct, in order to prevent delays in service.
[Policies and Procedures] [Section 1] [Section 2] [Section 3] [Section 4] [Section 5] [Section 6] [Section 7] [Section 8] [Section 9] [Section 10] [Section 11] [Section 12] [Section 13] [Section 14]