Salesforce
Programs
Five9
UnoEnroll
Echecks
100

Companies we work with 

What is IBC, Health first, Advent Health, Oscar and Elderplan

100

get up to $200 for Groceries monthly 

what is SNAP

100

When mbrs need to speak with EL

What is transfer

100

transfers information from UnoEnroll to Salesforce 

What is SYNC to Salesforce

100

Status for a completed Echeck 

What is Eligible lead

200

Chat room for Salesforce 

What is Chatter

200

Uno search platform 

What is Confluence 

200

used for call results 

What is Dispositions 

200

rent, utilities, loans or mortgages 

What is Expenses 

200

stage for completed echeck

What is Eligibility check complete 

300

connect a spouse to account 

What is Household

300

Get $2,041 back each year from Social Security

What is MSP

300

done at end of shift

What is log out 

300

Stocks, bonds, saving or property you do not stay in 

what is Assets

300

confirmation to send Emails and texts

What is SMS consent

400

customer rating for insurance company 

What is NPS

400

Save up to $350 on your heating bills.

What is LiHEAP

400

Automatic calls

What is Preview dialing 

400

mbrs DOB and address

What is verification questions 

400

Social security, pension, wages etc

What is income 

500

Location for summary of completed Echeck 

What is Member notes

500

Bring your health care costs close to $0

What is MEDICAID

500

Disposition that count against you 

What is spoke with mbr scheduled follow up, unable to verify and spoke to mbr or rep

500

mbrs eligible for MSP and medicare 

What is dual 

500

Channel to update Echeck count 

What is Grandrounds