Jessica greets the client politely. She does a good job of politely setting the expectations for legal purposes we have to have the client present in the room as a 3rd party assists with the completion of the e-sign docs.
She remains empathetic throughout out the call, she begins to dig deep to inquire where the client is located. She suggests to refresh the screen and guides the client back to the e-sign docs to complete the docs.
She is sure to inquire if there are any other questions before ending the call.
Inches:
Best practices
CRD- Jessica had the opportunity to provide the MRS. the CRD when obtaining her name. However, the Mrs. did not provide any account info and Jessica did not assist her in the call. Therefore, we