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Good morning/afternoon. This is <Name of CSR 2>. I will be processing your premium payment in behalf of Philam Life. Will you be using your credit card or your debit card?

FOR OUR MUTUAL PROTECTION AND COMPLIANCE. IN GETTING YOUR CARD DETAILS OUR CALL WILL NOT BE RECORDED. - PAUSE RECORDING

May I have your 16-digit credit card / debit card number please?
To confirm that’s _ _ _ _ - _ _ _ _ - _ _ _ _ - _ _ _ _
Is this a VISA or Mastercard?
[Client to confirm if credit/debit card is VISA or MASTERCARD]
May I have the expiry month and year of your credit/debit card please?
To confirm that’s _ _ -_ _ _ _

RESUME RECORDING - THANK YOU FOR THAT INFORMATION. I WILL NOW CONTINUE AGAIN THE RECORDING OF OUR CALL FOR QUALITY PURPOSES.

May I have your name as stated in the card?
To confirm that’s __________________

May I also get your credit/debit card billing address?
To confirm that’s ____________________

Lastly, may I also have your email address?
To confirm that’s ________________________

[CSR 2 to confirm also Policy Number, First, Middle, Last Name of customer, Amount to be charged on the credit/debit card based on Modal Premium Due, and Mobile number]

Thank you for those information. Kindly stay on the line while I complete your transaction. You will receive an SMS on the status of your credit/debit card payment.

Thank you for waiting. This is to confirm successful payment of your premium. Your credit / debit card will be charged <Current Modal premium> for this time only.

Kindly stay on the line while I transfer you back to <Name of CSR 1>. <CSR 2 to transfers call to CSR 1>
     
 
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