Wellcare SOA

Automate Scope of Appointment Form and Generate Appointment ID

Scope of Appointment Application intends to automate the scope of Appointment process and help Sales Agents to capture beneficiary information and e-signature when Agent meets the beneficiary; hence instantly initiate its processing at the back-office. Beneficiary and Sales Agent Appointment details can be captured in the form. Application has Salesforce integration enabled due to which Appointment ID can be fetched from Salesforce system once e-SOA form is submitted.

Features:

Dashboard

Capture Beneficiary Information

Capture Agent and Beneficiary Signature

Salesforce Integration

Appointment ID Generation