1) Log In

Definition

This document presents all the details regarding the CSR section of the Vault tool that enables users to create and look up enrollments. The document includes:

·                The CSR tool description

·                The complete Enrollment process through CSR

·                The different search methods

CSR Tool

The CSR Tool has a Wizard format and is composed by 8 steps:

1. Greeting Customer

2. Coverage Availability

3. Eligibility Check

4. Personal Information

5. Dependent Information

6. SPIA Questionnaire (only for California enrollments)

7. Plan Information

8. Application Summary

In order to create an application, the following steps must be completed

Agents will log in to the tool using the credentials provided to them.

CSR main Screen

Once logged in, users will have to click on the CSR option from the menu located at the left side of the Vault. Once pressed, the CSR section will be displayed.

As it can be seen, we will have two different options:

CSR Search: Agents will be able to look up an account using different search criteria (will be further developed later on).

CSR Create: This is the option to select to create a new enrollment.