Equipment Replacement-Customer Options Script

Equipment Replacement-Customer Options Script

When offering options to a customer, the agent must be sure to advise the customer of all information so the customer can make the best decision for them. If the customer chooses the replacement option, be sure they have verified the measurements to ensure it will fit in their home.  
  1. Be sure to advise the customer if the unit is returned for any reason other than damages, there will be a 35% restocking fee and freight fee to ship the unit back. The warranty also does not cover the disposal of the old unit. Document that this information was advised in the notes. 
  2. ONLY the contract holder can make decisions on the request regarding Repair/Replacement, Claim Credit/Buyout, and Returns .

Customer Options Script


Script

Call Introduction

“Great news! We’ve approved the replacement of your <Item>. At this time, we are offering you one of the following options to resolve your service request.”

Replacement Option

“You can accept the replacement <Item>. The model number is <Model Number>. You can view the unit at <choose whichever applies: geappliances.com, whirlpool.com, ajmadison.com>.”

“Please check the color and especially the dimensions to ensure the replacement will fit. You are responsible to review all of the attributes and dimensions.”

“As a reminder, returns except for items that have been damaged on arrival are subject to a 35% restocking fee. Returns ARE NOT accepted once the item has been installed or if it is 30 days past the date of receipt. Your warranty does not cover disposal of the old unit or address any modification needed for the installation of the new item.”

“If you accept this option, your order will be processed immediately. Please allow 3-5 business days for delivery. Delivery is an ETA (Estimated Time).”

“Do you have any questions about the replacement option?”

If customer accepts this option, create the TSS-Order Equipment exception.

Claim Credit/Buyout Option

“You can accept a claim credit/buyout amount of <Amount>. This amount will be sent to you via check, and you can use the funds towards a unit of your liking. If you choose to repair instead of replacing, this item is excluded from any future coverage per Section: Service, Item 8 of your warranty agreement.”

“If you accept this option, your reimbursement will be processed within 3-5 business days.”

“Do you have any questions about the claim credit/buyout option?”

If customer accepts this option, create the SS-Claim Credit Review exception.

Customer Decision Script


Script

Submitting the Decision Script

Accepted Replacement:

“<Customer Name>, I'm processing your acceptance of the replacement <Item>, also confirming you have reviewed the replacement and agree the color and dimensions are correct.
As a reminder returns, except for damaged on arrival, are subject to a 35% restocking and freight charge. Returns are not accepted once the item has been installed." 

Accepted Claim Credit/Buyout:

“<Customer Name>, I will process your request to accept the Claim Credit/Buyout. Your payment will be processed within 3-5 business days.”

Replacement Deductible Due
(if applicable)

“<Customer Name>, the decision has been made to replace your <item/system>. Once we collect your replacement deductible, you will receive further updates regarding the replacement process.
May I assist you with your replacement deductible payment now?”


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