Reliant-NorthEast-Kit

Enrollment

Enrollment

Account Information Screen • Enter the customer’s account information here Two ways to obtain a customer’s account number • Calling Utility Hotline • On Customer’s Bill The phone number must be a permanent number where the customer can be reached at any time Confirm if service address is same as mailing address and indicate here Duplicate Account Screen Once the agent enters the utility account number, the systemwill check to see if the account has been enrolled previously. If so, the agent will receive this message. Please discontinue enrollment. Customer Information Screen There’s no limit to the number of addresses enrolled as long as the utility and product/ price are the same for each address. QA will monitor for any exceptions/ abnormalities. Red highlights the easy-to-use “Add Meter” and “Remove” options

Account # Lookup – UtilityWebsite • If the customer has set up online access to their utility account, they can access their account number using their login username and password • Once logged in, the customer’s account number will appear in the top-left corner under “my profile”. Click and hold down the account number to highlight it and then choose “Copy” at the top of the screen” • Hit “Return clipboard data” to paste the account number into the app • You MUST always verify the customer’s information by asking for a valid ID (Driver’s license, passport, etc.) • The customer MUST be present at the time the lookup tool is used. • ALWAYS double check to ensure the person’s information on the lookup tool is the same as the person you’re speaking to.

Enrollment Review Screen You will need confirm customers personal information, this includes: • Proper spelling of name,

• Service address • Mailing address • Correct phone number • Email address