Salesforce
Companies we work with
What is IBC, Health first, Advent Health, Oscar and Elderplan
get up to $200 for Groceries monthly
what is SNAP
When members call in with questions about their packet/documents they need to submit
What is transfer to an enrollment lead
transfers information from UnoEnroll to Salesforce
What is SYNC to Salesforce
Statuses for a completed Echeck
What is Eligible lead or closed
Chat room for Salesforce
What is Chatter
Uno search platform
What is Confluence
used for call results
What is Dispositions
rent, utilities, loans or mortgages
What is Expenses
stage for completed echeck
What is Eligibility check complete
connect a spouse to account
What is Household
Get $2,041 back each year from Social Security
What is MSP
done at end of shift
What is log out of five9
Stocks, bonds, saving or property you do not stay in
what is Assets
confirmation to send Emails and texts
What is SMS consent
customer rating for insurance company
What is NPS
Save up to $350 on your heating bills.
What is LiHEAP
Automatic calls
What is Preview dialing
mbrs DOB and address
What is verification questions
Social security, pension, wages etc
What is income
Location for summary of completed Echeck on salesforce
What is Member notes
Bring your health care costs close to $0
What is MEDICAID
all three dispositions that count against you
What is spoke with mbr scheduled follow up, unable to verify, and spoke to mbr or rep
mbrs eligible for MSP and/or medicaid
What is dual
Slack channel to update Echeck count
What is Grandrounds