Submitting an enrollment can happen one of three ways:
Enrollment can be initiated by consumers from a quote that was sent to them. If this is the case, you will receive an email that the consumer has submitted an enrollment.
You can click "Add To Cart" which will then prompt you to select additional add-on coverage (which is optional). After adding a plan to the cart you can choose to "complete and submit form myself" which means you can walk the consumer through the enrollment application.
The other option after adding a plan to the cart is to send the application to the beneficiary to sign and submit. This will send the enrollment application to the beneficiary by text or email so they can review their information and sign/submit it. You will receive a notification once the enrollment has been submitted.
This process is made simple for you in a couple of ways:
The application is pre-filled with all of the consumer's information (as long as you have transferred to consumer data from the CRM).
The application is the same for every carrier which means you no longer have to learn all of the individual carrier enrollment systems (Hallelujah!)
Since the application is pre-filled it makes it super simple for a consumer to review and sign!
NOTE: Enrollments are submitted every night to their perspective carriers. Consumer data will show up in the carrier's systems in 3-5 business days (on average).