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Enrollify Knowledge Base
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Benefit Guru
  • 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
      Back to home
      1. Enrollify Knowledge Base
      2. Benefit Guru
      • 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

      Benefit Guru

      Getting Started

      • I have made an account, now what do I do?
      • How to Create Your Profile
      • Creating a Video & Bio for your profile
      • How do I locate my NPN?
      • Professional Development
      • How to Make Your Enrollify Profile Public
      See more

      Managing an Enrollment

      • Calendar Management: Time Blocking
      • Rescheduling an Appointment as a Benefit Guru
      • Scheduling A Walk-In Appointment
      • Completing the PDA - In Person
      • Conducting a Telephonic Appointment
      • How to Convert an Appointment from Virtual to Telephonic & Telephonic to Virtual
      • Making Outbound Calls
      • How to see if you've completed the PDA
      See more

      FAQ

      • Live Training with Q&A
      • When will l receive an offer?
      • I don't have an insurance license
      • How do I update my notifications settings?
      • How to Find and Download my 1099
      • How do I change or edit my tax and banking information?
      • Understanding your Guru Level
      See more

      Trouble Shooting

      • My NPN is not showing my correct licensing
      • Live Technical Support
      • When I'm sharing my screen, should I share the tab audio?
      • Accessing Employee Video Conference Links
      enrollify.com Help Center
      • Go to enrollify.com