Vault - Enrollment Information
When using the CSR Search, users will be able to look for Enrollments created and their Information.
This section includes the enrollment information that is generated once the application has already been created.
Enrollment Number: this is the External Application ID, which is the application number corresponding to Tracfone enrollments. It is a numeric ID.
Enrollment Status: this is the current status of the application. Each status will have a specific color.
In order to have a more visually informative tool, the different status that the tool will show will be color coded:
- Pending color will be orange
- Qualified color will be green
- Unqualified color will be red
- Rejected color will be burgundy
- Enrolled color will be blue
- De-Enrolled color will be grey
Existing Enrollments Information
The new CSR Tool will be showing the Information for the Enrollments.
When accessing an enrollment from CSR, the following information will be displayed in different sections:
1) Enrollment Information: This section includes the enrollment’s main information such as: enrollment status, creation date, creation channel and Documentation required status.
2) Personal Information: This section will show the applicant’s information and, if applicable, the dependant’s information as well.
3) Address information: This section will have all the details about the address (or addresses) provided by the applicant at the moment of creating the application. If any, the shipping address will be shown in this section as well.
4) Contact Information: This section will show all the contact information provided by the customer.
When scrolling down the page while looking at the customer’s enrollment, all the information will move, except the one in section 1. This is to make sure that the enrollment’s main information is available and in the agent’s sight all the time.
In Section 1, all documents required by the system will be listed, along with the requirement status:
By scrolling down, the Qualification method used to apply for the benefit will be shown, along with the Plan and Tracking information, if available.
At the bottom of the page, the enrollment’s detailed information will be available, showing the information of the different changes that the enrollment has gone through since it was created.
Below the section title, a filter will be available, for the agent to select which part of the information is needed.
By clicking on the checkbox, the desired filter will be applied.
