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Agency Admin/Implementation Coordinator

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Agency Admin/Implementation Coordinator
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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

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
How to Mark a Product as 'Employer Paid'
"PDA Complete" Indicator (Green Checkmark)
Benefit Guru Referral Setup

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

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