Online enrollment for consumers: forms can be configured with different text, graphics and form fields as a function of link codes that track where the applicant came from. It allows program managers to measure and optimize their customer acquisition campaigns. The tracking code system has 2 levels, allowing a program manager to have sub-origins (e.g. affiliates) inside a given channel (e.g. web or radio or TV)
Face to Face sign-ups via Tablets
Tablet-based enrollment interface for sales agents in branches, sales offices, malls and at events to enroll consumers securely even in public and roaming environments. The tablet app is for Android and includes clerk/sales-person authentication using the sub-origin tracking codes of the enrollment tracking system
Face to Face sign-ups via Pen & Paper
Pre-enrollment portal for sales agents to automatically distribute email invitations to applicants who have filled paper-based forms, allowing them to complete their enrollments by only providing their SSN and date of birth.
Mobile sign-ups from smartphones
Consumer sign ups for new accounts from a mobile application. This includes the same full Customer Identification Process as the web and tablet methods.