Alliance Checking Training Agenda 2024 PDF

Presented by: Edgar Millan July | 2024 Alliance Checking Training Agenda Benefit Review Financial Wellness Tools Consumer Lifestyle Benefits New Acct Desk Experience & Account Holder Onboarding Explaining it to acct holders & what do I do when they say “yes”?  Important Note...

Presented by: Edgar Millan July | 2024 Alliance Checking Training Agenda Benefit Review Financial Wellness Tools Consumer Lifestyle Benefits New Acct Desk Experience & Account Holder Onboarding Explaining it to acct holders & what do I do when they say “yes”?  Important Notes: Employees Get the Account for Free! Check out the sales tool for details!  Alliance Checking Benefit Review – Financial Wellness Tools Alliance Checking Financial Wellness Tools Credit Report & Score* ** Credit File Monitoring* ** Identity Monitoring (non-financial)* Identity Theft Resolution Services $10,000 Identity Theft Expense Reimbursement Covers Account Holders & Joint Owners *Must Register ** Authentication ByPass 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 sent via email (default) or text Monthly “No News is Good News” email message in any month there are no key changes or alerts Credit Alert Credit Monitoring Alert (email) This is an alert from IDProtect on behalf of Alliance Catholic Credit Union that a change has occurred in your credit file(s). Please log- on to your account for details regarding this alert. If you believe that the change in your credit file is incorrect, please call the Benefits Service Center at 1-866-210-0361, Mon-Fri, 8:30 a.m. – 5:00 p.m. EST, to speak with one of our Specialists. Your credit files will continue to be monitored daily. You will be notified as changes occur so you can verify if they are correct or dispute them promptly if they are not. Thank you, Benefits Service Center “No News is Good News” Credit Monitoring Alert (email) No Change This is an alert from IDProtect on behalf of Alliance Catholic Credit Union. For the last month, IDProtect credit monitoring has been helping protect you from identity theft by monitoring for key changes to your credit file. We are pleased to inform you there were no critical events reported in the last month. If any key changes are reported, we will notify you via e-mail. If you have questions related to IDProtect benefits, please call 1- 866-210-0361. Thank you, Benefits Service Center Identity Monitoring Monitoring of Non-Financial Records 1,000+ Databases Scanned Monthly US Postal Service Records Property Records Cell Phone Records Birth Records Credit Header Information Death Records Risk Levels = Low, Medium, High Alerts account holders via a phone call and email when the 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 Help Establish Fraud Alerts and Activate Monitoring Identity Restored ID Theft Expense Reimbursement Up to $10,000 of Coverage Coverage for each eligible person per policy period Covers expenses associated with restoring your identity, such as: Travel and Accommodations Elder Care Loan Application Fees Day Care Medical Record Costs Attorney Fees Notarized Fraud Documents Lost Wages Comprehensive Coverage Coverage is on the person Covers: Primary and Joint Account Holders Covers many categories of ID Fraud worldwide: Financial | Criminal | Medical Social Security | Drivers License Coverage is based upon when the incident is discovered versus when the incident happened  Alliance Checking Benefit Review – Consumer Lifestyle Benefits Cell Phone Protection Reimbursement for the cost of replacing stolen or repairing damaged cell phones Monthly bill must be paid through eligible account Covers up to 4 lines listed on the monthly cell phone billing statement Up to 2 claims per 12-month period Up to $400 reimbursement per claim $50 deductible per claim Debit Advantage Buyer’s Protection Covers items for 90 days from the date of purchase Breakage | Fire | Theft Extended Warranty Doubles the Manufacturer’s U.S. original written warranty for up to one full year on most retail purchases Covered items must be purchased using their Eligible Checking Travel & Leisure Discounts Local and National Savings Restaurants Museums Hotels Events Car Maintenance Beauty Services Local Shops Attractions Movie Theaters National Retailers Car Rentals Theme Parks (Web only) Movie Passes (Web only) $hopping Rewards Exclusive Offers and Discounts at thousands of leading online retailers Account owners earn cash when shopping online via their phone or computer Customized shopping portal for each account owner Cash earnings are held in each account owner’s virtual $hopping Rewards account until redeemed Roadside Assistance Service with VIP Concierge 365 days a year! Dead Battery? Flat Tire? Need a Tow? Out of Gas? $80 per event 2 qualified events per 12-month period Request assistance 24/7 Health Savings Program Prescription Drug Savings Save up to an average of 24% on brand name and generic prescription drugs at approximately 68,000 pharmacies nationwide Vision Savings 10% to 60% off eyewear, 10% to 30% off eye exams, and save 40%-50% off the national average on LASIK Dental Savings Access to over 58,000 providers and savings of 10% to 50% on dental services and expenses Club Checking Mobile App Download the App and Start Using the Benefits! www.clubchecking.com Access Code: MI233387 Alliance Checking Training Agenda Benefit Review Financial Wellness Tools Consumer Lifestyle Benefits New Acct Desk Experience & Account Holder Onboarding Explaining it to acct holders & what do I do when they say “yes”? New Accounts Desk Experience Alliance Checking How do I best talk about it with account holders? New Accounts Desk Experience Best Practices 1 | Use It Yourself Register yourself and start experiencing all the valuable benefits first-hand! 2 | Share Stories Tell your account holders stories about why you, your co-workers and other account holders love it! 3 | Ask Questions 4 | Show Visuals Ask Questions Do you pay for cell phone protection or insurance? How much? When was the last time you reviewed your credit report to make sure it’s accurate? What’s your credit score – do you know it? Do you know what makes it go up or down? Have you or someone close to you been a victim of identity theft or identity fraud? How was the problem corrected? Show Visuals New Accounts Desk Experience They said “yes” to Alliance Checking… what do I do now? Account Holder Onboarding New Account Welcome Kit Authentication ByPass Email PASS Verify Identity  Verify Identity Setup Username & Password, Accept Terms (only if you have not already registered) Active Go to Dashboard & Get your score & report Authentication ByPass Email FAIL Verify Identity Alliance Checking Training Agenda Benefit Review Financial Wellness Tools Consumer Lifestyle Benefits New Acct Desk Experience & Account Holder Onboarding Explaining it to acct holders & what do I do when they say “yes”? Thank You!