What is My Account:
The LifeSafer My Account is an easy-to-use tool our clients can use to manage their account. My Account will allow clients to make real-time changes to their account, update contact and billing information, confirm and reschedule appointments. Clients can also access useful resources, user manuals, and helpful videos.
Benefits of the My Account:
Conveniently and quickly view, schedule, change, and cancel appointments
Securely view and set up payments
Add or change payment methods
Access handy resources about your device – videos, user guides, and troubleshooting – all at your fingertips
Easily stay on track with automatic notifications about appointments
Manage your profile should personal information change
Scenario Scripting:
Client calls to confirm their next appointment…
● I’d be more than happy to assist you with this, I just want to remind you that this can also be done online through My Account. Have you had a chance to access your account yet?
Client calls to reschedule their next appointment…
● I’d be more than happy to assist you with this, I just want to remind you that this can also be done online through My Account. Have you had a chance to access your account yet?
Client calls to update account information…
● I’d be more than happy to assist you with this, I just want to remind you that this can also be done online through My Account. Have you had a chance to access your account yet?
At the end of the call - Closing
● I want to make you aware of our My Account, where you can manage your account and schedule appointments. Have you received an email to register your account?
○ Yes - Great, feel free to access My Account to view your account and access additional helpful features that our clients love.
○ No - Allow me to confirm the email address we have on file for you, If the email address is incorrect - we will send a registration email to reset your password.
My Account Issues - What to do
If a client is calling in stating they are experiencing any of My Account issues listed below, agents will submit a request UTR/Form > CSG > Client Portal Issues
Issues logging in
Incorrect Info/client not able to update
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