*Must have email to proceed
*Must have active service for 30 days before any claims can be filed
*Devices must be 3 years or newer
🔹 Step 1: Start Confirmation
1a. Let me place you on a brief hold to begin. (Hold for 1 second)
1b. The process is simple. Please grab something to write with and take this information down. The service is very easy to get started.
1c. Do you currently have any damage or need to file a claim for any devices you will be registering?
- If YES: Stop. We cannot proceed, as the plan does not cover existing or pre-existing damage.
- If NO: Move to 2
🔹 Step 2: Collect Customer Info
2. Can you please spell your first and last name?
3a. Please spell your street address – city – state – and zip code.
3b. What’s your date of birth? We need this for account verification for your protection plan in the future.
4a. Can you confirm your phone number?
4b. May I have a second phone number?
5a. Go ahead and spell out your email address for the account. (IF NO EMAIL 5B)
5b. We do need an email address for account activation and important account communications. What is the best email we can use? (IF NO EMAIL 5C)
5c. Does anyone in your household have an email? (We no longer mail out plan info.)
IF NO EMAIL IS PROVIDED, MOVE TO NEXT PRODUCT
🔹 Step 3: Billing
5d. Card Option:
- How does your name appear on the card?
- Is there a middle initial?
- Please provide your card number – And the expiration date – And CVV.
- Is the billing address different from your home address? (MOVE TO 6A)
ACH Option:
- Please provide your Bank’s Name – And the 9-digit routing number – And the checking account number. (READ ACH AUTHORIZATION)
ACH Authorization
🔹 Step 4: ACH Authorization (If Applicable)
This confirms your authorization for ACH debit to the Protection Plan Center.
Please provide your driver’s license number and expiration date. (Or state ID)
You confirm this is your account or you’re an authorized signer for:
- [Bank Name]
- [Routing #]
- [Account #]
- And the effective date is [Today’s date]
You also agree:
- If a payment is returned or rejected there will be a $35 payment fee
- And Protection Plan Center is not responsible for NSF fees (Non Sufficient Funds)
Do you confirm and agree? (MUST get a clear “YES”)
🔹 Step 5: Plan Details and Charges
6a. We’re setting you up with the 5Devices Plan powered by the Protection Plan Center. The activation fee will be $51.98 today, which includes the $49.99 plan fee plus a 4% convenience fee, okay? (Must get clear “Yes”)
Activation Fee Rebuttals
1. This is only a onetime fee and it allows us to offer our plans at such a low monthly rate. This fee also gives us the ability to offer such a low flat rate deductible on all your devices. Is that okay?
*Get Manager Approval* 2. I can check with my manager on discounting the upfront fee to $29.99 so you do not miss out on this service. Give me a moment to see if I can.
6b. The monthly maintenance fee of ($21.99 / $29.99 / $39.99) will be charged today to begin your billing cycle. The charge will appear within the next 24-48 hours. The charges will show as 5Devices.com.
7. For questions or claims, please write this number down 800-939-7115.
8a. Do you understand that your provider will not be able to access this plan and that you must contact us directly for any questions or concerns regarding this plan? (MUST get a clear “YES”)
8b. This plan will cover up to (5/10/20) devices on all damages and repairs. All claims require a flat-rate deductible of $100 per device and you must have coverage active for 30 days before submitting a claim. This plan does not cover pre-existing damage.
8c. You will receive a registration link within 48 hours of this call to register your devices. You will have 3 days from the time you receive the link to complete your registration. Please note that devices are not covered until they are registered. If you do not receive the link, call us at 800-656-6119 to have it resent.
8d. Do we have permission to text and email you about your account?
🔹 Step 6: Identity Theft (Add-on)
ID Theft Protection:
9a. As part of your order today, we’re upgrading you to identity theft protection. This plan monitors your identity 24/7 — including your Social Security number and the dark web — and includes $1 million in identity theft insurance. When you enroll today, it’s just $14.99 to get started, and your coverage is activated immediately. We’ll apply that to the card you provided, okay?
(If No)
9b. Let me tell you why most people upgrade: identity theft isn’t something you can undo easily and it’s the only crime the victim has to fix themselves. Without monitoring, most people don’t know there’s a problem until real damage is done. This plan gives you 24/7 monitoring plus $1 million in protection if something happens — starting today. Let’s go ahead and secure that for you, okay?
(If Yes)
9c. Perfect! Today’s charge is $15.58—that’s $14.99 plus a 4% convenience fee the charge will show as Protection Plan Center. This charge will recur monthly on [Today’s date]. We’ll email you a registration link to activate full coverage. Just to confirm, you understand this is identity protection for $14.99 a month?
IF SELLING ID THEFT WITH NO EMAIL:
9d. Because we do not have an email address on file, you will need to call in to access your policy number if you ever need to file a claim. The number to call is 800-216-7488. Did you write that down?
9e. Do you understand that without an email address, this coverage is for $1 million in identity theft insurance, and monitoring services can be activated anytime once an email is added, okay?
(MUST get a clear “YES”)
🔹 Step 7: Process Payment
DO NOT CHARGE 5DEVICES – CALL 8585
10a. Please hold while I process the payment.
(Charge Went Through)
10b. You’re all set! The receipt and plan info will be sent to your email. (MOVE TO UPSELLS)
If Payment Declined
The card did decline; Sometimes banks block phone transactions just as a precaution, so your card may have been declined for security reasons.
10c. Did you receive a text or email alert to authorize the charge? (?IF NO 10D)
10d. Are funds available on the card? (IF YES 10E)
10e. Can you confirm the card number – And the expiration date – And CVV.
10f. Do you have another card we can use? (IF NO 10G)
10g. We can also accept ACH payment – Please provide your Bank’s Name – And the 9-digit routing number – And the checking account number (IF NO 10H) (IF YES ACH AUTHORIZATION)
10h. Please provide the number on back of your card so we can conference the bank to authorize the charge.
- Write down this information please – “Protection Plan Center”
- Write the amount: $xx.xx
- Once authorized, I’ll complete your order.
Do you have questions before I conference the bank?
ACH Authorization
🔹 Step 4: ACH Authorization (If Applicable)
This confirms your authorization for ACH debit to the Protection Plan Center.
Please provide your driver’s license number and expiration date. (Or state ID)
You confirm this is your account or you’re an authorized signer for:
- [Bank Name]
- [Routing #]
- [Account #]
- And the effective date is [Today’s date]
You also agree:
- If a payment is returned or rejected there will be a $35 payment fee
- And Protection Plan Center is not responsible for NSF fees (Non Sufficient Funds)
Do you confirm and agree? (MUST get a clear “YES”)
Sending ACH Authorization Form (Instructions)
I do need to send you an authorization form to verify your acceptance of these terms.
Please hold while I text/email that form to you. (If customer has text & email it will send to both)
Upsell - If CX Did Not Add ID Theft
11a. (If CX Did NOT Add ID Theft):
Before I transfer you, I can add 24/7 Device Support to your account for just $14.99 a month so you always have a live tech expert available anytime you need help—let’s go ahead and add that for you today?
(If No)
I completely understand—most customers feel that way at first, but they’re glad they added it the first time a printer won’t connect or a device stops working at night, because one call fixes it without the stress. I’ll include this plan for you today, okay?
(If Yes)
Great! Today’s charge is $15.58, including the 4% convenience fee. The charge will appear as Protection Plan Center and will recur monthly on [Today’s Date].
Upsell - If CX Already Added ID Theft
11b. (If CX Already Added ID Theft – Email Required):
As a new customer, you qualify for $120 in annual savings on our Appliance Protection Plan. Normally it’s $39.99/month, today it’s just $29.99/month—only $1 a day—to protect major appliances like your fridge, washer, dryer, oven, and more that are 3 years old or newer, all under one simple plan. We’ll lock in that plan with the email you provided, okay?
(If No)
Think about every appliance in your home under 3 years old—imagine paying for a separate warranty on each. This plan saves you time, money, and stress by covering them all under one low monthly rate. How many appliances are we protecting today?
(If Yes)
Great! Today’s charge is $31.18, including the 4% convenience fee. The charge will appear as Protection Plan Center and will recur monthly on [Today’s Date]. You’ll receive a registration link within 48 hours to register up to 5 appliances—just complete registration within 3 days to activate full coverage. All repairs or replacements require a $100 flat-rate deductible per appliance. If you don’t receive your link or need assistance, call 800-656-6119—did you write that number down?
🔹 Step 9: Final Reminders
12a. Keep in mind your provider will not be able to access this plan. For questions or reimbursements call us directly at 800-939-7115.
12b. Please take down your provider’s number in case the line disconnects while I am transferring you:
- AT&T: 800-331-0500
- DIRECTV: 855-679-4357
- COMCAST: 866-316-1619
- SPECTRUM: 888-438-2427
- WOW: 866-496-9669
- VERIZON: 800-922-0204
- T-MOBILE: 800-937-8997
🔹 Step 10: Final Upsell – Personal Protection Pendant
13a. I also noticed here you or a loved one qualify for our special rate on the Personal Protection Pendant—an essential device for anyone with health concerns. With one touch, it can dispatch emergency help anytime, anywhere—even away from home. It works like Life Alert but at half the cost, just $49.99/month. Let’s get this life-saving protection set up—okay?
(If No)
I am going to transfer you now, have a wonderful day!
(If Yes Move to Confirmation)