Professional Documents
Culture Documents
Edu QC Parameters
Edu QC Parameters
Call Intro
Agent used proper Intro & Calling Name prompts (Before moving to Form, If not, QC Reject)
The agent played the my job today prompt before moving to the form (If not QC reject)
Information Gathering
Agent confirmed First/Last name and updated if needed (If not QC Reject)
Agent used "US Citizen" prompt (If not QC Reject)
Agent DNQ'd if lead was not US Citizen (If not QC Reject)
Agent used "Year Grad/GED" prompt (Must be between 1972-2016) (If not QC Reject)
Agent used "Highest Level of Education" prompt (If not QC Reject)
Agent used "What We Do" prompt (If not QC Reject)
Agent used "Currently Employed" prompt
Agent DNQ'd if not currently looking (If not QC Reject)
Agent used "How Soon to Start" prompt
Agent used "Salary/Hourly" prompt
Agent used "Benefits" prompt
Agent used "Carrier Goals" prompt (If needed “Benefits”)
Agent used "Not Enrolled" prompt (If not QC Reject)
Agent used "Do Plan Further Education" prompt (If not QC Reject)
Agent used "Education Option" prompt (If not QC Reject)
Agent used "Repeat Zip" prompt (If not QC Reject)
Agent used "Email" prompt (If not QC Reject)
Agent DNQ'd if no email (If not QC Reject)
Rep confirmed the prospects AOI for furthering education (If not QC Reject)
Agent used "Common AOI’s" prompt
Agent used "Access to Adviser " (If not QC Reject)
Agent used "Bring Advisor On" prompt (If not QC Reject)
Agent played "After Advisor" (If not QC Reject)
Closing/Call Transfer
Agent played "Number" prompt (If not QC Reject)
Used Banters while on Hold during Transfer (if needed)
Did Yodel transfer uninterested Lead who did not want education (If so, QC Reject)
Lead stated they had no time or were not interested & rep did not use more than 2 rebuttals to continue call
(QC Reject, Rep can only attempt rebutalling 2x, and must end call)
Agent attempted a transfer to each client before moving on and attempting a transfer to the next available
client (If not QC reject)
Yodel Skills
Rep did not over play prompts
Rep listened and responded correctly to the lead
Rep did not over push the client
Rep did not have mic on (If not QC Reject)
Lead did not use foul language (If not QC Reject)
3rd party information was not gathered (If not QC Reject)
If needed, the agent played the opt out prompt again (for a callback or if another person came on the line) (If
not QC Reject)
Did the agent rebuttal in the same category more than 2x in the call? (If yes, QC Reject)
If needed, the agent played the call recorded prompt again (for a callback or if another person came on the line)
(If not QC Reject)
The agent did not give any false information or false promises (If yes QC Reject)
The agent did not start the transfer until after the transfer prompt was played (If yes QC Reject)
If the agent transferred to Zeta, the agent waited 30 seconds to skip to the next client (If not QC reject)