Client retention strategies that work

Started by Tom G. — 9 months ago — 13 views
Had a breakthrough on a Ameren Missouri case this week. Sales tax is being charged even though the client has a valid exemption certificate on file. Three of the 36 months show estimated reads with no true-up.
I''d recommend requesting the meter test records from PEPCO. That''s what cracked my case open.
Pro tip: ask for the billing determinant detail, not just the bill summary. The devil''s in the details with CPS Energy.