Contact Will Be Added To "01.02 New Client --> Full Onboarding" Workflow
Contact
WARNING!
Type the contact's "First Name" and "Last Name" using proper case formatting (e.g., "John Doe"). DO NOT type it in all capital letters (e.g., "JOHN DOE"). The system will address each contact by name using the exact format it is entered in.
Address
Policy 1
Health Ins. (Non-ACA)
ACA
Ancillary/Supplemental
No elements found. Consider changing the search query.
List is empty.
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Policy 2
Health Ins. (Non-ACA)
ACA
Ancillary/Supplemental
No elements found. Consider changing the search query.
List is empty.
$
Welcome Email
UHC Choice Plus
UHC Choice Plus (W/ WELLNESS)
UHC GI
UHC ACA
Generic
No elements found. Consider changing the search query.
List is empty.
Premier Choice
Premier Advantage
Health Access II
Secure Advantage
None
No elements found. Consider changing the search query.
