The Incomplete Enrollment Data report allows the users to gather all information on pending enrollments with customer name and other personal identification data, enrollment dates, and the pending stage.
Users can refine their search by specifying master agents, distributors, retailers, or employees, and narrow down results within designated date ranges.
FIELDS RETURNED IN THIS REPORT
# | First Name | Middle Name | Last Name | SSN | DOB | Enrollment Id | Contact Number | Address 1 | Address 2 | City | State | ZIP | Enroll Date | Step | Program | Application Id | Master Agent | Distributor | Retailer | Employee | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | John | Doe | J | 12XX | WXXX104155 | abc@gmail.com | 5514545XXX | 123 main st | NYC | NY | 10036 | 04-18-2024 15:13:46 | Personal | CORPORATE MASTER | CORPORATE DISTRIBUTOR | CORPORATE RETAILER | WEBSITE API |
FIRST NAME: The first name of the customer.
MIDDLE NAME: The middle name or initial of the customer.
LAST NAME: The last name of the customer.
SSN: The last four digits of the social security number of the customer.
DOB: The date of birth of the customer.
ENROLLMENT ID: An auto-generated enrollment id assigned to customers as soon as they begin the enrollment process in Telgoo5.
EMAIL: The customer's email address at which all the email communications will be sent.
CONTACT NUMBER: The customer's primary contact number.
ADDRESS: The service address of the customer.
CITY: The city of the service address of the customer.
STATE: The state of the service address of the customer.
ZIP: The zip code of the service address of the customer.
ENROLL DATE: The date when the customer started the enrollment process.
STEP: (Not specified in the reference content).
PROGRAM: The program on the basis of which the customer was deemed eligible for ACP or lifeline services, such as SNAP, Medicaid, etc.
APPLICATION ID: (Not specified in the reference content).
MASTER AGENT: The master agent of the agent who enrolled the customer.
DISTRIBUTOR: The distributor of the agent who enrolled the customer.
RETAILER: The retailer of the agent who enrolled the customer.
EMPLOYEE: The agent/employee who enrolled the customer.