Offer Rate Audits

Name


  1. What is the Agent Name


  1. What is the External ID


  1. Date of Audit


  1. Call Driver Type


  1. Is there a sale Opportunity?
    Yes
    No


  1. Was the agent able to effectively Offer?
    Yes
    No


  1. On a scale of 1-9 how effective is the offer?
     
      1 2 3 4 5 6 7 8 9  
    9


  1. Was there any out of process or red flag identified?
    Yes
    No


  1. What are the red flags?





Boise, ID