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New York Changes in Service Providers – General Provisions - §§ 5.A and 5.B - Compliance Training Tutorial (Electric & Gas)

New York Changes in Service Providers – General Provisions - §§ 5.A and 5.B - Compliance Training Tutorial (Electric & Gas)

$909.09

This PowerPoint New York Electric & Gas Compliance Training Tutorial also includes an agent training attendance sheet that records the company’s on-going training efforts.

This section identifies and teaches general enrollment process procedures requirements for changing a service provider by sales channel.  This section includes the following sub-sections: 

  • Door-to- door enrollments
  • Telemarketing enrollments
  • Third-Party Verification (TPV)
  • On-line enrollments
  • Written agreement & authorization requirements
  • Enrollment documents & disclosure statements
  • Customer notifications
  • Customer relocations, new customers or return to utility
  • Multiple customer assignments
  • Unauthorized switches
  • Customer lists, budget billing & charges & fees
  • Enrollment & drop requests

*Note: Revised UBPs were adopted and become effective July 5, 2019.