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Agency Admin/Implementation Coordinator
Company Detail
- How to Create a New Company in the Enrollify Platform
- Uploading Location and Employee Census
- Adding Plan Year, Providers & Solutions
- I'm updating an employee census, what does the 'Replace' button do?
- I'm updating an employee census, what does the 'Update' button do?
- Segmenting Employees By Class/Sub Class
Enrollment/Case Management
- How to fund a case
- How to Add a Company to Enrollment & Case Management
- 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
- How to Mark a Product as 'Employer Paid'
- "PDA Complete" Indicator (Green Checkmark)
- Benefit Guru Referral Setup