Vault - Search Methods

This is the first option that agents will visualize after logging in. They will be able to look up existing applications using this option. In the CSR Search section, there is a dropdown menu available for agents to select the search method.

Application Code: It is the identification number that belongs to Emerios.

Enrollment Number: It is the Safelink ID number. By selecting this option, a box will be displayed to introduce the number:

Note: Every customer will have an enrollment number and an application code assigned to their account. Both numbers will be different, but in the general course of action, agents should rely on the enrollment ID.

Personal Information: The agent will have the chance to find an enrollment with the applicant’s PII, by providing the Last name, the Last 4 Numbers of SSN, the Date of Birth and the Zip Code.

Note: Agents will be able to perform a search by introducing at least two pieces of information.

Address Information: Agents will also be able to introduce the customer’s address to find the enrollment.

NLAD Subscriber ID & NatVer Application ID: If the applicant can provide any of these numbers, they will be able to find the enrollment using that data.

Email Address: The email address is another useful piece of information to look up enrollments.

Account ID: This is the last option available to find an enrollment.

Once the agent clicks on Search, CSR will locate the Enrollment and show its information:

Agents can access the account by clicking on the application number: