Wellcare SOA

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