Enrollment History
Enrollment history will be displayed at the bottom of the profile. This section will show you:
The plan name (and H-code)
The last time the enrollment was updated (to see updates if you emailed or texted the enrollment to the consumer)
Whether the enrollment was submitted or if it was incomplete (Successful enrollments will have a confirmation number)
The total monthly premium (This will include any extra benefit ridders you may add on)
Quote History
Quote history is very similar to enrollment history. It will display:
When the quote was sent, and to which email and/or phone number?
Which plans were attached to the quote.
An authorization code is needed for the consumer to access the quote.
The email body/text that was sent.
NOTE: Consumers can enroll straight from a quote. They click the "Add To Cart" button under the plan they would like to choose and can complete the application independently. If a consumer decides to do so, you will be notified.
