Genesys
You must be in this status to recieve calls
What is "On Queue"?
You select this from the drop down menu on the member page to start an enrollment
What is Edit/Term?
You can find DV related letters sent to the member here
What is "Documents"?
You would use this drop-down menu selection to assist a member with navigating Benefitsolver
What is "Login as Member"?
Other than SSN, DOB, and Zip Code, a member needs this to register for the first time
What is the company code?
You select this action in Genesys if you receive a call you are not skilled on
What is Queue to New Agent?
You ask the member this question before starting to update the benefits enrollment
What is "Do you have new dependents to add?"
A member does this to submit their DV documents
What is upload or email?
Before resetting a password, you need to verify this with the member
What is their case sensitive username?
You access this to view Benefit Guides
What is the Reference Center?
You click symbol after opening the app to log into Genesys
What is the Microsoft icon?
Prior to hitting the "Approve" button and completing an enrollment, you must ask the member this question
What is: "Do I have your permission to approve this enrollment?"
You would view this page to find DV requirements if the Verification Initial letter was not yet posted and Sofia did not have a complete answer
What is a Verification Microsite?
Reference this widget to see if a client uses an SSO
What is the "Home" widget?
You would look here to view every online transaction in Benefitsolver made by the member
What is "History"?
Once you are logged into Genesys, this will be your default status
What is Available?
A type of enrollment member's have once a year to select their benefits for the next plan year
What is Annual or Open Enrollment?
Review this area to see if the member submitted documents and find the due date for submission
What are case notes?
If a member has never registered on the benefits website, this will be missing from the drop down menu
What is "Change Password"?
You will never use this BAR unless you have been given specific permission
What is the "Corrections" BAR?
At the end of your shift, you switch to "Off Queue" and then do this
What is Log Out?
You'll see this on the top a member profile if a company enrollment window is open
What is a blue informational box?
Review this widget to determine if the client offers a silent window to submit documentation
What is Verification?
You will use this testing site if you help a member with step-by-step guidance through an enrollment
What is UA?
In Benefitsolver, this is the first resource used when helping a member with questions
What is Sofia?