Customer Service Scenarios
… And How I Would Respond
Dental Insurance: Ms. Aliza Needs A Filling And Is Asking For A Dental Specialist
Ms. Aliza says:
Hey, Adrian 2 of my teeth need to be filled. My zip code is 33027. Could you help me to find a dentist?
Note:
1. I will also proactively help the member with their needs.
2. I will check to ensure her policy does cover fillings so she is 100% aware of what to expect.
3. I will provide multiple options for her to gather the dentist’s information.


Ecommerce: Jimmy’s Package Has Not Arrived But The Tracking Shows “Delivered” (Less than 24 hours)
Jimmy says:
Hey Adrian. I’m calling today to report my package missing. The post office tracking number says “delivered” yesterday but I do not see my package anywhere. I was at home all day as well as I am retired so if the delivery driver showed up, I would have heard him. What can you do to help?
The Ecommerce company has a policy in this situation that states:
1. Offer a replacement only after 48 hours has passed and an investigation has been done.
2. You may offer a follow-up call
Movie Tickets: Susie & Jim, A Young Couple Show Up To The Movie Theater At 8:22 PM. The Movie Start Time Was 7:30 PM
Susie says:
Hey, Adrian so my husband (Jim) was driving to the theater and we realized on our way that we forgot the movie tickets at home. So we had to drive all the way home and by the time we got to the theater, the movie was 1 hour into playtime. We asked the theater for a different showtime but they told us to call you for assistance.
The company policy states:
1. No refunds after 30 minutes past the showtime.
2. Money may be credited to the account for another show time if the customer calls up to 30 minutes into the showtime. This credit may then apply to future movie tickets.


Dental Insurance: Janet’s Predetermination Was Denied. She Needs Dentures & Extractions
Janet says:
Hi Adrian! (painful voice) my entire mouth is swollen up. My teeth are loose and need to be extracted and I have not been able to eat since 3 weeks ago. I have to be drinking fruit and vegetable juice. And I got the worst news today. I got a letter in the mail saying the predetermination for my extraction and dentures is denied. The dental office says they have been waiting on the predetermination for over a month now and still no response. I need urgent help, Adrian.
The CRM shows:
1. The insurance company received the predetermination three weeks ago. And we have a two weeks turnaround time.
2. The Predetermination needs X-rays and narratives hence why it’s denied.
3. The insurance company sent a letter to the dental office requesting additional information last week and once we get the requested information, the predetermination will be approved.
Ecommerce: Mohammad Needs Help To Use His Gift Card On The Website
Mohammad says:
Good afternoon sir. My best friend gave me a $25 gift card for my birthday. I have never used a card like this before. Can you show me how to redeem this on your website, please?
Things to note:
1. I will walk the member through the process of adding the card to the website.
2. I will explain how to use the card on future purchases.
3. Mohammad’s Birthday was 2 days ago
Listen The Audio Above Then Click Here To See The Rest Of The Conversation
Mohammad: I’m on a Windows desktop.
Adrian: Awesome, could you open a new tab and visit www.websitelink.com/giftcard
Mohammad: Ok I am there now.
Adrian: Great the next step is to scratch off the black section on the back of the gift card and that will reveal the numbers to enter. After doing so, please enter them in the box field that says “Gift Card Number”.
Mohammad: Yep one moment.
Adrian: Sure thing.
Mohammad: Ok I’ve done that. Do I click continue?
Adrian: Yes click continue. On the next page, you will be asked to log in or register. May I know if have you shopped with us before Mohammad?
Mohammad: I have not.
Adrian: Ok not a problem, could you click the Register button, please? Then enter your name and email address.
Mohammad: Yes… Ok, I’m done and I’m registered now.
Adrian: Wonderful so the gift card is now applied to your account and you may proceed to make a purchase. The gift card never expires so you are free to take your time to make your purchase selection.
Mohammad: Awesome thank you, Adrian!
Adrian: You are most welcome. Is there anything else I may assist you with today?
Mohammad: That was all.
Adrian: Ok I would like to thank you for calling today, Mohammad. Glad to have you as a new customer and I hope you enjoy the shopping experience. And you have a lovely day.
Mohammad: Thanks bye!
Adrian: Bye bye take care!

Listen The Audio Above Then Click Here To See The Rest Of The Conversation
Gizelle: Yes definitely it is 10023 which is in New York City.
Adrian: Ah very nice the city of lights.
Gizelle: Lol!
Adrian: Lol so we have a Regal theater and an AMC theater located in 10023 which are playing Sonic The Hedgehog on Thursday. The showtimes available are 5PM, 7:30PM, and 9PM. May I know which time you would prefer?
Gizelle: I would prefer 9PM at the AMC theater. I am so excited! My girlfriend and I have been waiting since last year for this movie to be released.
Adrian: Lol that’s awesome. I haven’t seen Sonic The Hedgehog and I’m also excited. The trailer was amazing. I was thinking to go watch the movie this weekend.
Gizelle: Oh lovely! Lol!
Adrian: Lol…The address for the AMC theater is 100 Bigtime Street, New York, NY 10023. This will be in the email confirmation after we complete all the steps for the booking.
Gizelle: Ok cool that works.
Adrian: Lol may I know how many seats you need?
Gizelle: 2 seats, please!
Adrian: Oh lovely. And would you like general seats or VIP?
Gizelle: VIP please.
Adrian: Awesome so the movie has been confirmed. I’ll share some more general information just in case life happens. If in the event you may need to cancel, we provide refunds up to showtime. And exchanges are available up to 1 hour into the showtime. Exchanges allow you to select a different date or time, choose a different theater, and even select different seats.
Gizelle: Ok sounds great.
Adrian: Yes and I have emailed the confirmation numbers with the tickets for you to scan at the kiosk or print out. May I ask you to check your email to confirm it came through?
Gizelle: Yes it did thank you.
Adrian: You are most welcome. And have I answered all of your questions today?
Gizelle: Yes you have thanks, Adrian.
Adrian: Awesome and you and your girlfriend enjoy the movie and the city!
Gizelle: Lol will do bye!
Adrian: Lol bye!

Movie Tickets: Gizelle Would Like To Find The Nearest Theater In Her City That Is Playing “Sonic The Hedgehog”
Gizelle says:
Good evening Adrian. Could you assist me in finding the nearest theater that is showing “Sonic The Hedgehog” on Thursday night? I recently moved to this city and I want to explore what the city has to offer (super excited tone).
Things to note:
1. I would need to ask: about her zip code, how many seats, and the type of seats eg. regular or VIP.
2. The company requires to share the policy with customers so if they want to cancel, they are aware of ways to do so.
Dental Insurance: Michael Is Calling On Behalf Of His Wife Elizabeth To Find Out The Preventive And Basic Benefits
Michael says:
Hey Adrian. My name is Michael, I am the Power of Attorney on Elizabeth’s account and she is sitting next to me. So right now my wife would like to go for her annual cleaning and exam. I found a dentist on the website who accepts the insurance so I want to know how much you would cover.
Things to note:
1. Michael’s name is in fact on record as the power of attorney which means I can go right ahead to share the information.
2. There are different types of exams. I will share info on each type.


Ecommerce: Ashley Is Calling To Report The Package Arrived Opened
Ashley says:
Hi Adrian. I am totally freaking out right now. All the stores in my city don’t have any more Magic Tracks toys. I told my son that Santa would bring him Magic Tracks this year for Christmas if he was a good boy. And he was so well behaved this year. So I got the box in the mail this morning. And when I opened it up, the red car was missing. I only received the blue car and the tracks. My son cannot play with just one car. I feel like crying… how can you help me fix this before Christmas day?
Things To Note:
1. Christmas is in 3 days.
2. We have regular free shipping which takes 5-7 business days, Expedia shipping which takes 3-4 business days, and lightning shipping which comes the same day or the next day.
Movie Tickets: The Benjamin’s Family Cannot Make It To The Movie at 7 PM However They Already Bought Tickets
Mrs. Benjamin says:
Hi, Adrian myself, my husband, and our kids won’t be able to make it to “The Lion King” movie. A truck turned over on the freeway and there is an oil spill so all vehicles have to divert to a smaller road. And it would take hours to go to the movie and we would miss it. I don’t want us to lose the $70 we spent on tickets though. Is there anything you could do to help?
The company has the following policies:
1. Exchanges can be made before showtime. The Benjamin’s family is calling at 6:07 PM, so they are eligible for this option. A credit would be applied to their account for a future purchase.
2. Refunds can be made 30 minutes or more before showtime. They are also eligible for this option.


Dental Insurance: Mrs. Jenkins Shares A Story Of Her Honesty With The Dental Office
Mrs. Jenkins says:
I think it’s important, to be honest. I grew up in the Church and saw my parents living right. I remember when I was a girl, my Mom realized the supermarket gave her back $2 too much change. And she turned around and walked a half mile to pay that money back. So I grew up with principles. That’s why when I saw the dental claim I thought I would call you (the insurance company) to inquire. The claim says I owe $40 but I only paid $32. So I wanted to check with you as I will happily drive back to the dental office to pay them the $8.
Note:
I placed the member on hold and called the dental office to inquire. They said that for the non-covered procedure, they gave the member an $8 discount. I will come back off hold and share the good news with the member plus relate to her story.
Ecommerce: Martha Needs Information On Where To Send A Money Order For A Vacuum Cleaner
Martha says:
Hi, Adrian, I would like to purchase a Swivel Vacuum Cleaner. I don’t have access to the internet or all that new-age technology. And I prefer the good old mail. Could you share the cost of a brand new Swivel Vacuum Cleaner and how I can send in a money order?


Movie Tickets: Spencer Needs To Get An Email Copy Of His Movie Ticket
Spencer says:
Good evening Adrian. Hey look, I’m in a little bit of a bad situation here. My girlfriend and I forgot the movie tickets at home. Is it possible you could email the movie tickets so the kiosk can scan the barcode? This is very urgent as only 7 people are ahead of me to go in.
Dental Insurance: Ms. Aliza Needs A Filling And Is Asking For A Dental Specialist
Ms. Aliza says:
Hey, Adrian 2 of my teeth need to be filled. My zip code is 33027. Could you help me to find a dentist?
Note:
1. I will also proactively help the member with their needs.
2. I will check to ensure her policy does cover fillings so she is 100% aware of what to expect.
3. I will provide multiple options for her to gather the dentist’s information.

Ecommerce: Jimmy’s Package Has Not Arrived But The Tracking Shows “Delivered” (Less than 24 hours)
Jimmy says:
Hey Adrian. I’m calling today to report my package missing. The post office tracking number says “delivered” yesterday but I do not see my package anywhere. I was at home all day as well as I am retired so if the delivery driver showed up, I would have heard him. What can you do to help?
The Ecommerce company has a policy in this situation that states:
1. Offer a replacement only after 48 hours has passed and an investigation has been done.
2. You may offer a follow-up call

Movie Tickets: Susie & Jim, A Young Couple Show Up To The Movie Theater At 8:22 PM. The Movie Start Time Was 7:30 PM
Susie says:
Hey, Adrian so my husband (Jim) was driving to the theater and we realized on our way that we forgot the movie tickets at home. So we had to drive all the way home and by the time we got to the theater, the movie was 1 hour into playtime. We asked the theater for a different showtime but they told us to call you for assistance.
The company policy states:
1. No refunds after 30 minutes past the showtime.
2. Money may be credited to the account for another show time if the customer calls up to 30 minutes into the showtime. This credit may then apply to future movie tickets.

Dental Insurance: Janet’s Predetermination Was Denied. She Needs Dentures & Extractions
Janet says:
Hi Adrian! (painful voice) my entire mouth is swollen up. My teeth are loose and need to be extracted and I have not been able to eat since 3 weeks ago. I have to be drinking fruit and vegetable juice. And I got the worst news today. I got a letter in the mail saying the predetermination for my extraction and dentures is denied. The dental office says they have been waiting on the predetermination for over a month now and still no response. I need urgent help, Adrian.
The CRM shows:
1. The insurance company received the predetermination three weeks ago. And we have a two weeks turnaround time.
2. The Predetermination needs X-rays and narratives hence why it’s denied.
3. The insurance company sent a letter to the dental office requesting additional information last week and once we get the requested information, the predetermination will be approved.

Ecommerce: Mohammad Needs Help To Use His Gift Card On The Website
Mohammad says:
Good afternoon sir. My best friend gave me a $25 gift card for my birthday. I have never used a card like this before. Can you show me how to redeem this on your website, please?
Things to note:
1. I will walk the member through the process of adding the card to the website.
2. I will explain how to use the card on future purchases.
3. Mohammad’s Birthday was 2 days ago
Listen The Audio Above Then Click Here To See The Rest Of The Conversation
Mohammad: I’m on a Windows desktop.
Adrian: Awesome, could you open a new tab and visit www.websitelink.com/giftcard
Mohammad: Ok I am there now.
Adrian: Great the next step is to scratch off the black section on the back of the gift card and that will reveal the numbers to enter. After doing so, please enter them in the box field that says “Gift Card Number”.
Mohammad: Yep one moment.
Adrian: Sure thing.
Mohammad: Ok I’ve done that. Do I click continue?
Adrian: Yes click continue. On the next page, you will be asked to log in or register. May I know if have you shopped with us before Mohammad?
Mohammad: I have not.
Adrian: Ok not a problem, could you click the Register button, please? Then enter your name and email address.
Mohammad: Yes… Ok, I’m done and I’m registered now.
Adrian: Wonderful so the gift card is now applied to your account and you may proceed to make a purchase. The gift card never expires so you are free to take your time to make your purchase selection.
Mohammad: Awesome thank you, Adrian!
Adrian: You are most welcome. Is there anything else I may assist you with today?
Mohammad: That was all.
Adrian: Ok I would like to thank you for calling today, Mohammad. Glad to have you as a new customer and I hope you enjoy the shopping experience. And you have a lovely day.
Mohammad: Thanks bye!
Adrian: Bye bye take care!

Movie Tickets: Gizelle Would Like To Find The Nearest Theater In Her City That Is Playing “Sonic The Hedgehog”
Gizelle says:
Good evening Adrian. Could you assist me in finding the nearest theater that is showing “Sonic The Hedgehog” on Thursday night? I recently moved to this city and I want to explore what the city has to offer (super excited tone).
Things to note:
1. I would need to ask: about her zip code, how many seats, and the type of seats eg. regular or VIP.
2. The company requires to share the policy with customers so if they want to cancel, they are aware of ways to do so.
Listen The Audio Above Then Click Here To See The Rest Of The Conversation
Gizelle: Yes definitely it is 10023 which is in New York City.
Adrian: Ah very nice the city of lights.
Gizelle: Lol!
Adrian: Lol so we have a Regal theater and an AMC theater located in 10023 which are playing Sonic The Hedgehog on Thursday. The showtimes available are 5PM, 7:30PM, and 9PM. May I know which time you would prefer?
Gizelle: I would prefer 9PM at the AMC theater. I am so excited! My girlfriend and I have been waiting since last year for this movie to be released.
Adrian: Lol that’s awesome. I haven’t seen Sonic The Hedgehog and I’m also excited. The trailer was amazing. I was thinking to go watch the movie this weekend.
Gizelle: Oh lovely! Lol!
Adrian: Lol…The address for the AMC theater is 100 Bigtime Street, New York, NY 10023. This will be in the email confirmation after we complete all the steps for the booking.
Gizelle: Ok cool that works.
Adrian: Lol may I know how many seats you need?
Gizelle: 2 seats, please!
Adrian: Oh lovely. And would you like general seats or VIP?
Gizelle: VIP please.
Adrian: Awesome so the movie has been confirmed. I’ll share some more general information just in case life happens. If in the event you may need to cancel, we provide refunds up to showtime. And exchanges are available up to 1 hour into the showtime. Exchanges allow you to select a different date or time, choose a different theater, and even select different seats.
Gizelle: Ok sounds great.
Adrian: Yes and I have emailed the confirmation numbers with the tickets for you to scan at the kiosk or print out. May I ask you to check your email to confirm it came through?
Gizelle: Yes it did thank you.
Adrian: You are most welcome. And have I answered all of your questions today?
Gizelle: Yes you have thanks, Adrian!
Adrian: Awesome and you and your girlfriend enjoy the movie and the city!
Gizelle: Lol will do bye!
Adrian: Lol bye!

Dental Insurance: Michael Is Calling On Behalf Of His Wife Elizabeth To Find Out The Preventive And Basic Benefits
Michael says:
Hey Adrian. My name is Michael, I am the Power of Attorney on Elizabeth’s account and she is sitting next to me. So right now my wife would like to go for her annual cleaning and exam. I found a dentist on the website who accepts the insurance so I want to know how much you would cover.
Things to note:
1. Michael’s name is in fact on record as the power of attorney which means I can go right ahead to share the information.
2. There are different types of exams. I will share info on each type.

Ecommerce: Ashley Is Calling To Report The Package Arrived Opened
Ashley says:
Hi Adrian. I am totally freaking out right now. All the stores in my city don’t have any more Magic Tracks toys. I told my son that Santa would bring him Magic Tracks this year for Christmas if he was a good boy. And he was so well behaved this year. So I got the box in the mail this morning. And when I opened it up, the red car was missing. I only received the blue car and the tracks. My son cannot play with just one car. I feel like crying… how can you help me fix this before Christmas day?
Things To Note:
1. Christmas is in 3 days.
2. We have regular free shipping which takes 5-7 business days, Expedia shipping which takes 3-4 business days, and lightning shipping which comes the same day or the next day.

Movie Tickets: The Benjamin’s Family Cannot Make It To The Movie at 7 PM However They Already Bought Tickets
Mrs. Benjamin says:
Hi, Adrian myself, my husband, and our kids won’t be able to make it to “The Lion King” movie. A truck turned over on the freeway and there is an oil spill so all vehicles have to divert to a smaller road. And it would take hours to go to the movie and we would miss it. I don’t want us to lose the $70 we spent on tickets though. Is there anything you could do to help?
The company has the following policies:
1. Exchanges can be made before showtime. The Benjamin’s family is calling at 6:07 PM, so they are eligible for this option. A credit would be applied to their account for a future purchase.
2. Refunds can be made 30 minutes or more before showtime. They are also eligible for this option.

Dental Insurance: Mrs. Jenkins Shares A Story Of Her Honesty With The Dental Office
Mrs. Jenkins says:
I think it’s important, to be honest. I grew up in the Church and saw my parents living right. I remember when I was a girl, my Mom realized the supermarket gave her back $2 too much change. And she turned around and walked a half mile to pay that money back. So I grew up with principles. That’s why when I saw the dental claim I thought I would call you (the insurance company) to inquire. The claim says I owe $40 but I only paid $32. So I wanted to check with you as I will happily drive back to the dental office to pay them the $8.
Note:
I placed the member on hold and called the dental office to inquire. They said that for the non-covered procedure, they gave the member an $8 discount. I will come back off hold and share the good news with the member plus relate to her story.

Ecommerce: Martha Needs Information On Where To Send A Money Order For A Vacuum Cleaner
Martha says:
Hi, Adrian, I would like to purchase a Swivel Vacuum Cleaner. I don’t have access to the internet or all that new-age technology. And I prefer the good old mail. Could you share the cost of a brand new Swivel Vacuum Cleaner and how I can send in a money order?

Movie Tickets: Spencer Needs To Get An Email Copy Of His Movie Ticket
Spencer says:
Good evening Adrian. Hey look, I’m in a little bit of a bad situation here. My girlfriend and I forgot the movie tickets at home. Is it possible you could email the movie tickets so the kiosk can scan the barcode? This is very urgent as only 7 people are ahead of me to go in.
