Verbal Agreement Scripts: ACH, Credit Card, Renewal & Auto Renew

Verbal Agreement Scripts: ACH, Credit Card, Renewal & Auto Renew

Third Party Scripts

It is mandatory that the below scripts are read verbatim and Record on Demand (ROD) is initiated.

ACH Verbal Agreement

Script

“<Customer Name>, please be advised that this call is recorded and may be monitored to improve quality.

<Customer Name>, in connection with your <Product Name> Home Service Plan, you hereby authorize Cinch Home Services, Inc. and its affiliates and subsidiaries, collectively “Cinch”, to make withdrawals of funds from the account you will be providing me today in order to pay amounts due on the plan.

You understand that <Monthly Charge> withdrawals will automatically occur on <Billing Date>. If the applicable date is not a business day, the withdrawals will be made on the next business day.

Cinch may cancel this pre-authorized funds transfer arrangement at any time, including without limitation in the event that there are not sufficient funds in the account to pay an authorized withdrawal. You will be provided with notice if Cinch cancels this arrangement.

You may cancel this arrangement at any time with notification to Cinch in writing or by calling us at <Toll Free Number>. If Cinch does not receive notice of cancellation in sufficient time before the next scheduled withdrawal, the cancellation may not be implemented before the withdrawal occurs.

This pre-authorized funds transfer arrangement made today <Todays Date> does not modify the terms of the <Product Name> Home Service Plan.

<Customer Name>, with the understanding of the billing terms I have read to you, do I have your authorization to proceed?”

Credit Card Verbal Agreement

This script is used when obtaining any credit card information from a customer in order to set up recurring charges to their credit card. This procedure should also be used any time the credit card information is being updated including updates to the expiration date. 

Prior to obtaining the credit card information and updating the information in TIMX to set up recurrent payments, you must read the Credit Card Terms script and gain the customer's verbal agreement.

Script

“<Customer Name>, please be advised that this call is recorded and may be monitored to improve quality.

<Customer Name>, in connection with your <Product Name> Home Service Plan, you hereby authorize Cinch Home Services, Inc. and its affiliates and subsidiaries, collectively “Cinch”, to charge your credit card that you will be providing me today in order to pay amounts due on the plan.

You understand that the charge of <Monthly Charge> will occur automatically on <Billing Date>. If the applicable date is not a business day, the charges will be made on the next business day.

Cinch may cancel this pre-authorized charge arrangement at any time, including without limitation in the event that a charge attempt is returned/declined to pay an authorized charge. You will be provided with notice if Cinch cancels this arrangement.

You may cancel this arrangement at any time with notification to Cinch in writing or by calling us at <Toll Free Number>. If Cinch does not receive notice of cancellation in sufficient time before the next scheduled charge, the cancellation may not be implemented before the charge occurs.

This pre-authorized charge arrangement made today <Todays Date> does not modify the terms of the <Product Name> Home Service Plan.

<Customer Name>, with the understanding of the billing terms I have read to you, do I have your authorization to proceed?”

Cinch Real Estate Scripts

It is mandatory that the below scripts are read verbatim and Record on Demand (ROD) is initiated.

ACH Verbal Agreement with Auto Renew


Script

“<Customer Name>, please be advised that this call is recorded and may be monitored to improve quality.

<Customer Name>, in connection with your <Product Name> Home Service Plan, you hereby authorize Cinch Home Services, Inc. and its affiliates and subsidiaries, collectively “Cinch”, to make withdrawals of funds from the account you will be providing me today in order to pay amounts due on the plan.

You understand that withdrawals will occur on your billing date. If applicable date is not a business say, the withdrawals will be made on the next business day.

Cinch may cancel this pre-authorized funds transfer arrangement at any time, including without limitation in the event that there are not sufficient funds in the account to pay an authorized withdrawal. You will be provided with notice if Cinch cancels this arrangement.

You may cancel this arrangement at any time with notification to Cinch in writing or by calling us at <Toll Free Number>. If Cinch does not receive notice of cancellation in sufficient time before the next scheduled withdrawal, the cancellation may not be implemented before the withdrawal occurs.

This pre-authorized funds transfer arrangement made today <Todays Date> does not modify the terms of the <Product Name> Home Service Plan.

This contract will automatically renew in one year on <Month, Day, Year> unless you notify Cinch that you wish to cancel this renewal by calling <Toll Free Number>.

<Customer Name>, with the understanding of the billing terms I have read to you, do I have your authorization to proceed?”

Credit Card Verbal Agreement with Auto Renew

This script is used when obtaining any credit card information from a customer in order to set up recurring charges to their credit card. This procedure should also be used any time the credit card information is being updated, including updates to the expiration date.

Prior to obtaining the credit card information and updating the information in TIMX to set up recurrent payment, you must read the Credit Card Terms script and gain the customer's verbal agreement.

Script

“<Customer Name>, please be advised that this call is recorded and may be monitored to improve quality.

<Customer Name>, in connection with your <Product Name> Home Service Plan, you hereby authorize Cinch Home Services, Inc. and its affiliates and subsidiaries, collectively “Cinch”, to charge your credit card that you will be providing me today in order to pay amounts due on the plan.

You understand that the charge of <Monthly Charge> will occur automatically on <Billing Date>. If the applicable date is not a business day, the charges will be made on the next business day.

Cinch may cancel this pre-authorized charge arrangement at any time, including without limitation in the event that a charge attempt is returned/declined to pay an authorized charge. You will be provided with notice if Cinch cancels this arrangement.

You may cancel this arrangement at any time with notification to Cinch in writing or by calling us at <Toll Free Number>. If Cinch does not receive notice of cancellation in sufficient time before the next scheduled charge, the cancellation may not be implemented before the charge occurs.

This pre-authorized charge arrangement made today <Todays Date> does not modify the terms of the <Product Name> Home Service Plan.

This contract will automatically renew in on year on <Month, Day, Year> unless you notify Cinch that you wish to cancel this renewal by calling <Toll Free Number>.

<Customer Name>, with the understanding of the billing terms I have read to you, do I have your authorization to proceed?”





    Helpful Links

    i-Knowledge Help System - Partner Teams
    i-Knowledge Help System - Internal Teams

      • Related Articles

      • Equipment Replacement-Customer Options Script

        When offering options to a customer, the agent must be sure to advise the customer of all information so the customer can make the best decision for them. If the customer chooses the replacement option, be sure they have verified the measurements to ...
      • NPF: Script

        Script Explain Standard: “<Customer Name>, our search for a Service Professional in your area is taking longer than anticipated. To expedite your Service Request, I can authorize you to contact a licensed and insured local service company of your ...
      • Appliance Install Pricing Guide

        In some cases, Cinch may offer an install credit on an Appliance Replacement. Below is a list of current install pricing for each appliance. Appliance Install Price Clothes Dryer $75 Clothes Washer $75 Cooktop $100 Dishwasher $75 Microwave – Built In ...
      • Potential Recall: Script

        Eligible Script: Eligible 180-Day Workmanship Script “As a benefit of your warranty, covered repairs are protected for 180 days. You will not be responsible for a new deductible if the problem is diagnosed to be the same covered failure from the ...
      • SurgeProtect: Script

        The following script advises the Rights and Responsibilities for a Surge Event: Script “To process your Service Request, you can contact a licensed and insured service company in your area to diagnose your surge event. Please complete the ...