Podcast
Questions and Answers
What is the duration of the original written warranty on most retail purchases?
What is the duration of the original written warranty on most retail purchases?
What savings percentage is mentioned regarding brand name and generic prescription drugs?
What savings percentage is mentioned regarding brand name and generic prescription drugs?
How many events of roadside assistance can be requested per 12-month period?
How many events of roadside assistance can be requested per 12-month period?
What is the average discount range for dental services and expenses?
What is the average discount range for dental services and expenses?
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What type of services does the $hopping Rewards program offer to account owners?
What type of services does the $hopping Rewards program offer to account owners?
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What is included in the Financial Wellness Tools offered by Alliance Checking?
What is included in the Financial Wellness Tools offered by Alliance Checking?
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How often can the credit report for Alliance Checking be refreshed?
How often can the credit report for Alliance Checking be refreshed?
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What type of identity monitoring is provided by Alliance Checking?
What type of identity monitoring is provided by Alliance Checking?
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What distinguishes the alerts sent for credit monitoring?
What distinguishes the alerts sent for credit monitoring?
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Which statement is true regarding the identity theft expense reimbursement?
Which statement is true regarding the identity theft expense reimbursement?
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What is the primary purpose of the 'No News is Good News' email alert?
What is the primary purpose of the 'No News is Good News' email alert?
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What benefit does Alliance Checking offer to its employees?
What benefit does Alliance Checking offer to its employees?
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What types of records are scanned monthly in the Identity Monitoring service?
What types of records are scanned monthly in the Identity Monitoring service?
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What action is taken when the Risk Level reaches High in the Identity Monitoring service?
What action is taken when the Risk Level reaches High in the Identity Monitoring service?
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What benefits are included in ID Theft Resolution Services?
What benefits are included in ID Theft Resolution Services?
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What is the maximum coverage amount provided by ID Theft Expense Reimbursement per person?
What is the maximum coverage amount provided by ID Theft Expense Reimbursement per person?
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Which type of ID fraud is covered by the Comprehensive Coverage?
Which type of ID fraud is covered by the Comprehensive Coverage?
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How often can claims be made for cell phone protection under the policy?
How often can claims be made for cell phone protection under the policy?
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What is the deductible amount per claim for cell phone protection?
What is the deductible amount per claim for cell phone protection?
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What coverage does the Buyer’s Protection provide?
What coverage does the Buyer’s Protection provide?
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What is NOT covered by ID Theft Expense Reimbursement?
What is NOT covered by ID Theft Expense Reimbursement?
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Who is eligible for comprehensive coverage under the identity protection services?
Who is eligible for comprehensive coverage under the identity protection services?
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Study Notes
Alliance Checking Training Agenda
- Alliance Checking is offered by Alliance Catholic Credit Union
- Training agenda includes Benefit Review, Financial Wellness Tools, Consumer Lifestyle Benefits, New Account Desk Experience & Account Holder Onboarding
- The training presentation covers how to explain Alliance Checking to new account holders and what to do when they say "yes"
Important Notes
- Employees get the Alliance Checking account for free
- Sales tools are available for details
Alliance Checking Benefit Review - Financial Wellness Tools
- Credit Report & Score (viewable anytime, refreshed monthly)
- Credit File Monitoring (alerts sent via email or text for changes)
- Identity Monitoring (non-financial records monitored)
- Identity Theft Resolution Services
- $10,000 Identity Theft Expense Reimbursement
Credit Report & Score
- Anytime Credit Report & Score Viewing
- Credit Score and Tracker Refreshed Monthly
- Credit Report can be Refreshed every 180 days or whenever there is an Identity Fraud Incident
Credit File Monitoring
- Daily Credit File Monitoring
- Alert notifications sent of key changes to report
- Alerts via email (default) or text
- Monthly "No News is Good News" email message
Credit Alert
- Alerts from IDProtect about changes to credit files
- Contact Benefits Service Center (1-866-210-0361) if issues are believed to be incorrect
- Credit files are monitored daily
"No News is Good News"
- No critical credit file changes reported in previous month
- Notifications sent via email if changes occur
Identity Monitoring
- Monitoring of over 1,000 databases monthly
- Monitored records include US Postal Service, Cell Phone, Credit Header Information, Property, Birth, and Death records
- Risk Levels (Low, Medium, High)
- Alerts sent when risk level reaches High
ID Theft Resolution Services
- Fraud Detected
- Expert Dedicated Case Manager (FCRA and FACTA Certified)
- Trained in Crisis Counseling & 3rd Party Communication
- Incident Report and Recovery Plan
- Establish Fraud Alerts and Activate Monitoring
- Identity Restored
ID Theft Expense Reimbursement
- Up to $10,000 coverage per eligible person per policy period
- Covers expenses like travel, loan application fees, medical records, notarized fraud documents, elder care, daycare, attorney fees, and lost wages
Comprehensive Coverage
- Covers primary and joint account holders
- Covers many categories of ID Fraud worldwide (financial, criminal, medical)
- Social Security and Driver's License included
- Coverage is based on when the incident was discovered, not when it happened
Alliance Checking Benefit Review - Consumer Lifestyle Benefits
- Cell Phone Protection (reimbursement for replacing or repairing damaged or stolen phones up to $400 per claim)
- Debit Advantage (Buyer's Protection and Extended Warranty for purchased items)
- Travel & Leisure Discounts (savings at local and national businesses, restaurants, hotels, museums, events, beauty services, attractions, car maintenance, local shops, movie theaters, car rentals, and more)
- Shopping Rewards (exclusive offers, online portal)
Roadside Assistance Service
- Assistance 365 days a year for dead battery, flat tire, or running out of gas
- $80 per event; 2 events per 12-month period
Health Savings Program
- Prescription Drug Savings (up to 24% off brand name and generic drugs)
- Vision Savings (savings up to 60% off eyewear)
- Dental Savings (access to over 58,000 providers and savings of 10-50% on dental services)
Club Checking Mobile App
- Download the App to access all features
- Access benefits through the app (e.g., Credit, Identity Theft Protection, Security/Protection, Concierge)
Website (www.clubchecking.com)
- Access to Club Checking benefits
- Sign in to access benefits
- Access code needed
New Accounts Desk Experience
- Best practices include self-registration, sharing success stories, asking questions, and showing visuals
- Account Holder Onboarding process
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Description
This training agenda outlines the key components of the Alliance Checking program offered by Alliance Catholic Credit Union. Participants will learn about benefits such as financial wellness tools, onboarding new account holders, and how to effectively explain the advantages of Alliance Checking. The session also covers important details for employee access and available sales tools.
