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Agent Training

Agent Training. New Customer Sign Up & Proof Process Texas. “Texas Process” Training. New Customer Sign Up Process- HANDING the phone to the customer: Using a scanner to upload customer proof (ID and award letter or ID and benefit card). Click for video

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Agent Training

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  1. Agent Training New Customer Sign Up & Proof Process Texas

  2. “Texas Process” Training • New Customer Sign Up Process- HANDING the phone to the customer: • Using a scanner to upload customer proof (ID and award letter or ID and benefit card). • Click for video • Using a webcam / tablet camera to upload customer proof (ID and award letter or ID and benefit card). • Click for video

  3. “Texas Process” Training • New Customer Sign Up Process- SHIPPING the phone to the customer: • Using a scanner to upload customer proof (ID and award letter or ID and benefit card). • Click for video • Using a webcam / tablet camera to upload customer proof (ID and award letter or ID and benefit card). • Click for video

  4. Acceptable Proof & Eligibility • What is acceptable customer proof of eligibility? • Click for Texas proof examples • What is an acceptable customer signature and upload into the system? • Click for power point presentation

  5. “Texas Process” Training • What is the Texas database and what does it do? • Texas’ database is managed by the Solix company and every eligible person receiving specific Lifeline assistance is listed in the database. • What does the database check for? • SNAP, CHIP and Medicaid. • What does the database not check for? • SSI, Public Housing, TANF, LIHEAP, National School Lunch Program.

  6. “Texas Process” Training • Choosing SNAP, CHIP or Medicaid: • You will not upload proof during the registration process. • After you see “Registration Complete” the customer information you entered is checked against the database.

  7. Customer “Not Eligible” By Solix • If your customer is deemed “Not Eligible” in the database, you may still sign up the customer. Ask the customer if he/she receives and has proof of assistance for: • SSI • LIHEAP • Public Housing • National School Lunch Program • TANF • Or anything allowing you to qualify through Income Based

  8. Customer “Not Eligible” By Solix • Use one of the other proofs of assistance and go through the registration again: • SSI, LIHEAP, Public Housing, National School Lunch Program, TANF or anything allowing you to qualify through Income Based. • The system will require you to upload proof during registration. • If customer does not have any other proof of assistance, try to qualify via Income Based. • Click for Texas proof packet.

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