Why Virtual Enrollments?
The world around us is changing. While Face-to-Face enrollments are the way we've done business for years, recent changes to our environment and culture have shown us, it's time to grow and shift our business strategies to align with a more virtual presence.
Want to learn more about how is Aflac transitioning from traditional Face-to-Face and into the virtual enrollment space?
Why is the ability to Adapt
What Are Remote Enrollment Capabilities?
Want to learn more about the possible benefits for your customers? Check out the Virtual Call Center flyer for more information.
So, when do you leverage the Virtual Call Center or Phone Enrollments? The Remote Enrollment Capabilities Flyer provides insights into the capabilities and considerations for each method.
How Does This Make Scheduling Enrollment Appointments Easier?
How does it work?
Personal Scheduler
Leveraging the Interviewstream Personal Scheduler allows you to share a personal calendar link to conduct the following types of virtual meetings:
- With a Decision Maker, HR Personnel or Broker.
- With a policy holder to discuss a product or claim.
- To conduct a virtual enrollment.
Ready to Get Started?
Calendar Solution
Account Level
Need more information on how to complete your certification for Inverviewstream? Check out the ST104 course for more information.
Virtual Face-to-Face
With Everwell® and Webex™
You can now conduct virtual face-to-face (F2F) enrollments for Payroll and Employee Direct Billing (EDB) using Everwell and your assigned Webex account. After logging into Everwell and activating a Webex with your customer, you will be able to share the information on your screen and navigate through the enrollment process virtually just as you would if you were face-to-face.
Ready to learn more? Here's a course with more information may help get you started.
How to install Webex
Need to know how to help your customer install and setup Webex? Use the buttons below to access the steps that align to the operating system and browser your customers are using.
Steps for Mac (Safari, Firefox, and Google Chrome browsers):
Steps for Windows (Google Chrome, Firefox, and Internet Explorer):
Account landing pages
COMING SOON!
Have a customer who is interested in a site where their employees can see product brochures and schedule virtual enrollments? Check out this quick video for a preview of how easy it is to set up a customer microsite.
Servicing and Billing
Using MyAflac.com, policyholders have everything they need to submit claims and manage their policies – but that doesn’t mean they won’t still have questions. Using the calendar solution tool, clients can easily schedule a Webex meeting with producers to go over their concerns. They’ll also have access to the new RAD tool for easy online bill management.
Next Steps:
- Interested in access? Start the Virtual Enrollment journey with ST103 - Webex Training for New User Access.
- Complete the training for the Calendar Solution and Virtual Enrollments.
- Discuss leveraging Virtual Enrollments with your accounts.
- Setup a account landing page and leverage virtual enrollment capabilities. (Functionality Coming Soon!)
Want a checklist to help you get started? This document contains the training and steps you'll need to complete to begin leveraging Virtual Enrollments.
Confidential – For Information and Training Purposes Only.
These materials contain proprietary information and material that is owned by Aflac and/or its licensors, and is protected by applicable intellectual property and other laws, including but not limited to copyright. By accessing these materials, you agree that you will not use such proprietary information or materials in any way whatsoever except for informative and training purposes only. You further agree not to modify, loan, sell, distribute, or create derivative works based on these materials. Any use not specifically permitted herin shall be considered to be a material breach of your Agent’s contract with Aflac and is strictly prohibited. Any use not specifically permitted herein is strictly prohibited and may subject you to civil and criminal penalties. Aflac includes Aflac and/or Aflac New York and/or Continental American Insurance Company (CAIC) and/or Continental American Life Insurance Company.
N200434
Exp. 09/21