DashboardModule 6 of 14
Module 6 · TPV
Third Party Verification
TPV is the moment the enrollment becomes real — and the moment a careless rep loses it. Walk the workflow, then lock in the three rules.
Animated workflow
The four TPV steps
Step 1 — Input enrollment information
The representative inputs the necessary enrollment information into the TPV application.
Step 2 — Agent has left the property
The TPV confirms that the Field Sales Agent has left the property.
Step 3 — Customer verifies independently
The customer completes the verification independently, with no input from the representative.
Step 4 — Signature captured
The customer signature is captured in the provided area according to the source training.
Step 1 of 4
Non-negotiable
The 3 TPV rules you cannot break
Finish the module
Advance through all four workflow steps and acknowledge all three rules.