Genesys
Enrollments
DV
Technical
Benefitsolver
100

You must be in this status to recieve calls

What is "On Queue"

100

You select this from the drop down to start an enrollment

What is Edit/Term

100

You can find DV related letters here

What is Documents

100

You would access this if a member needs help navigating Benefitsolver

What is Login as Member

100

Other than SSN, DOB, and Zip Code, a member needs this to register for the first time

What is the company code

200

You do this if you receive a call you are not skilled on

What is Queue to New Agent

200

You ask the member about this before selecting coverages

What is if they have new dependents to add

200

A member does this to submit their DV documents

What is upload

200

Before resetting a password, you need to verify this with the member

What is their case sensitive username

200
You access this to view Benefit Guides

What is the Reference Center

300

You click on this to log into Genesys

What is the Microsoft icon

300

Prior to completing an enrollment, you must ask the member this

What is their permission to approve the enrollment

300

You would view this to find DV requirements

What is a microsite

300

Reference this widget to see if a client uses an SSO

What is the Home widget

300

You would look here to view every transaction made by the member

What is the History

400

Once you are logged into Genesys, this will be your status

What is Available

400

This type of enrollment is a period that a member has to select their elections for next year

What is Annual or Open Enrollment

400

Review this to see what has been received from the member

What are case notes

400

If a member has never registered, this will be missing from the drop down

What is Change Password

400

You will never use this BAR unless you have been given specific permission

What is the Corrections BAR

500

At the end of your shift, you switch to "Off Queue" and then do this

What is Log Out

500

You'll see this on a member profile if a company enrollment window is open

What is a blue informational box

500

Review this widget to see if the client offers a silent enrollment window

What is Verification

500

You will use this testing site if a member needs step-by-step guidance through an enrollment

What is UA

500

In Benefitsolver, if you can't find the answer to something, you can ask this resource

What is Sofia

M
e
n
u