Enrollify Knowledge Base
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Agency Admin/Implementation Coordinator
Benefit Guru
Getting Started
Managing an Enrollment
FAQ
Trouble Shooting
Agency Admin/Implementation Coordinator
Company Detail
Enrollment/Case Management
Agency Admin Specific
FAQ
Employee Experience
FAQ
Trouble Shooting
FAQs
About Us
Troubleshooting
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Enrollify Knowledge Base
Agency Admin/Implementation Coordinator
Benefit Guru
Getting Started
Managing an Enrollment
FAQ
Trouble Shooting
Agency Admin/Implementation Coordinator
Company Detail
Enrollment/Case Management
Agency Admin Specific
FAQ
Employee Experience
FAQ
Trouble Shooting
FAQs
About Us
Troubleshooting
Agency Admin/Implementation Coordinator
Company Detail
How to Create a New Company in the Enrollify Platform
Segmenting Employees By Class/Sub Class
I'm updating an employee census, what does the 'Replace' button do?
I'm updating an employee census, what does the 'Update' button do?
Uploading Location and Employee Census
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Enrollment/Case Management
How to fund a case
Creating Additional Incentive & Proposal Setups
Virtual vs. In-Person Appts
Employee Self-Registration
Allowing Outbound Calling
Rescheduling an Appointment as an Implementation Coordinator (IC)
How do I resend a a MMS, SMS, Voice Message or Email?
Confirming PDAs/Incentive Payouts
Navigating Additional Payments
IC Guide to Reassigning Appointments
IC How to create an auto-response and sending a communication
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Agency Admin Specific
Enrollify: How To Enter Payment Information
Daylight Savings Appointment Times
FAQ
Implementation Coordinator Professional Development Course on Enrollify
Guru guide to Sending a Communication in Enrollify
