Intelligent Utilities Ltd
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Forms & Tests
This section provides you with all the forms you require to complete observations in the field. The forms are live and will be stored automatically ensuring you do not have to maintain paper files and systems.
If you fall behind with any compliance requirements we will let you know.
Please use the forms below to complete your observations, knowledge tests and upload other items.
Things to Remember:
New Agents
After You Register and Take Your Knowledge Test:
- Three Roleplay Appointments
- First 7 Appointments Observed. 3 must be signups
- 100% Verification Calls
- Monthly Knowledge Tests
Experienced Agents
- 1 Sales Observation Per Month
- 100% Verification Calls
Ongoing (completed by compliance)
- 100% Customers Emailed
- 100% Customers Invited to Complete Survey
- 10% Compliance Sample Calls
- Field Observations
- Supervisor Observations
- Secret Shopper
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