2) Greeting and Coverage

Greeting

After clicking on CSR Create, the enrollment creation will commence. In this new version of CSR, you will see that apart from the different sections to introduce the applicant’s information, there will be some scripts that will help agents to conduct the call.

In the first step, agents will be provided with statements to open the call and request the applicant’s first name. There will be a section available to introduce this information:

If agents consider that they don’t need to visualize the scripts and prefer to keep this information hidden, they can click on the hide scripts button located at the top right corner, on top of the page’s tips.

By clicking on it, the scripts will be elided:

If they wish to revert the changes, agents can add the scripts by pressing on the show scripts button

If applicants do not wish to provide their first name at this point of the call, agents can leave the box empty and press the Next Step button to continue with the call.

Did you know?

Every time one step is completed, it will get grayed out. If for any reason agents need to change a piece of information from a previous step, they will be able to do so by clicking on the Edit button.

Step 2 – Coverage Availability

After introducing the applicant’s first name, you will be prompted to enter the ZIP Code:

If the zip code provided belongs to an area where there is service available, the next step will be for the agent to present the first requirement making sure that the applicant receives any of the listed participation programs that will be shown next.