ACH or CC B2B
Options Plus MEC (SMBA carrier)
Delta Dental with VSP Vision through Options Plus
Open appointment and copy and paste "Rollbot" field into a new browser. Client information will pre-populate based on the appointment.
Script\
Walkthrough benefit options and click the associated level desired.\
Finish and Review\
Enter ACH or CC info.
https://drive.google.com/file/d/1eSLKV1Gqx6ubZbbWswLVqDnbwkv7955v/view?usp=sharing
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*** If enrollment is on or before the 15th select first of the following month for the effective date. If the enrollment is past the 15th, select the month after the first of the following. Advise the applicant that the payment will be taken today, then again on the 16th of the effective month.