🔹 Step 1: Start Confirmation
1a. Let me place you on a brief hold to begin. (Hold for 1 second)
1b. Please grab a pen and paper. Let’s verify your information.
🔹 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 verification 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.)
🔹 Step 3: Billing
5f. 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”)
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)
🔹 Step 5: Plan Details and Charges
6a. Today’s one-time charge will be $49.99 activation, plus a 4% convenience fee, okay? (MOVE TO 7)
Activation Fee Rebuttals
- The $49.99 is just a one-time activation fee — this ensures your plan stays current and up to date. That makes sense, right?
- I can actually apply a special discount code for you right now, which brings the activation down by 20% — so it would only be $40 today. Would that work better for you?
- We really don’t want you to miss out on this protection just because of the activation fee — let me check with my manager. I can get it reduced to just $25 one-time, so you’re fully covered right away. That’s a great deal, wouldn’t you agree?
🔹 Step 6: Bundle Upgrade:
7a. As part of your order today, we’re upgrading you to the bundle that includes Identity Theft protection & 24/7 tech support. With this bundle, you’ll have support for your devices & complete identity protection for your household, including dark web monitoring, fraud safeguards & expert recovery for just $21.99 a month. It’s complete peace of mind—We’ll go ahead & lock in the bundle, okay?
(If No)
7b. I know it’s a lot to take in, but here’s why most customers’ upgrade: This bundle makes sure you’re never stuck—24/7 tech support for every device, identity monitoring & $1 million coverage if your identity is ever stolen. For just a few dollars more, you’re protecting your devices & your entire family’s identity. Let’s go ahead & add the bundle so you’re fully covered, okay? (IF YES or NO 7C)
(If Yes)
7c. Great! So today we’ll take care of your one-time activation fee of $49.99 plus the first month bill of ($15.58 / $22.86) which will recur on [Today’s Date]— today’s total with all fees will be ($67.57 / $74.85) okay? (MOVE TO 7F)
(Must get clear YES)
7f. The charges will show as Protection Plan Center.
8a. For questions or support, please write this number down 800-678-3455.
8b. 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”)
8c. Do we have permission to text and email you about your account?
🔹 Step 7: Process Payment
10a. Please hold while I process the payment. (ONE TIME CHARGE OR ACH TASK)
(If Charge Went Through 10b)
10b. You’re all set! The receipt and plan info will be sent to your email. (MOVE TO UPSELLS)
Upsell - If CX Upgraded Bundle
11a. 5Devices – Email Required:
Before I transfer you, you’re eligible for a discounted plan through 5Devices.com—just $21.99/month to cover 5 internet-connected devices 3 years or newer like smartphones, smart TVs, laptops, or smart appliances. That’s only $4.40 per device per month for full protection against damage, repairs, and replacements—saving you hundreds each year. We’ll lock in that plan with the email you provided, okay?
(If No)
Most phone warranties cost around $10/month for just one device. This plan covers five for less than half that per device. It’s perfect for families and gives peace of mind with full coverage. Let’s get this added—it only takes a second, okay? (IF NO MOVE TO 12a)
(If Yes)
Great! Today’s charge is ($22.86 / $31.18 / $41.58) 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 (5/10/20) devices—just complete it within 3 days to activate full coverage. Repairs or replacements have a $100 flat-rate deductible per device. If you don’t receive your link or need assistance, call 800-656-6119—did you write that number down? (MOVE TO 12a)
DO NOT CHARGE 5DEVICES – CALL 8585
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 Declined Bundle
11b. Appliance Coverage– 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 NO MOVE TO 12a)
(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? (MOVE TO 12a)
🔹 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 800-656-6119.
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: 1-866-316-1619
- SPECTRUM: 1-888-438-2427
- WOW: 1-866-496-9669
- VERIZON: 1-800-922-0204
🔹 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)