Post Enrollment
Case Name
Velocity Rep Name
First Name
Last Name
All applicable plans bulked enrolled
Yes
No
Date Enrollment Closed
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Type a question
Rows
Enroller Name
# of Days Enrolled
F2F/
Phone
Miscellaneous Thoughts
1.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
2.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
3.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
4.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
5.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
6.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
7.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
8.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
9.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
10.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
11.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
12.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
13.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
14.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
15.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
Cleanliness
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
Responsiveness
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
Friendliness
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Face to Face
Telephonic
Enrollment Summary, Success and Challenges
Lead Enroller/Submitter Name
First Name
Last Name
Submit
Should be Empty: