Sent to Bind

access level enrollment specialist (full access), manager (full access) module enrollment dashboard ⚠️ warning clients from coguardhr and southeast bypass the send to bind process and move directly to the bound tab only clients from peopaygo , compeo , and cornerstone utilize the send to bind area ℹ️ note to learn about filters and what each column on the dashboard means and does, please refer to the enrollment dashboard overview article what happens when a client is sent to bind? once a customer is marked sent to bind , the system performs the following actions automatically compiles all required enrollment documents and changes the lead card status to binding creates and sends an enrollment email to the designated carrier adds the customer to the send to bind tab, where they remain until the poi (proof of insurance) is uploaded creates a task in the new client section of the data dashboard send to bind tab layout the send to bind tab displays the same columns as the currently enrolling tab plus the bound and check date columns under the documents column, the only required item is the poi (highlighted in red if not uploaded) under the actions button, users will see a grayed out "send welcome email" button ( inactive until poi is uploaded ) a void button ( active until submission is complete ) uploading the poi and finalizing enrollment to proceed select the red poi document link a modal will appear prompting the user to upload the poi document select the bind date from the calendar once both steps are completed, select submit after submission the poi requirement will turn green the "send welcome email" button becomes active welcome aboard email redesign the welcome email template has been redesigned with the following improvements new email features business name prominently displayed instead of carrier names language specific greetings based on customer preference (en/es) updated visual theme for consistency with modern email design clearer call to action buttons sending the welcome aboard email after the poi is uploaded and reviewed select the send welcome email button the system sends a welcome email to the customer with the payroll department cc'd in the same email and the assigned broker automatically cc'd the customer is moved to the bound tab lead card status changes to bound the enrollment process is complete ℹ️ note the welcome email now features the customer's business name prominently and includes appropriate language greetings based on their preference setting voiding the enrollment users can void the enrollment before the poi is uploaded and the welcome email is sent select the void button the customer moves to the voided tab the "new client" task in the data dashboard is canceled and archived expedited payroll customers for customers marked as expedited (with a first check date within 5 business days of binding), special handling procedures apply these clients receive an expedited flag in the data dashboard priority processing in both new client and employee onboarding queues for more information, refer to the expedited payroll guide relationship to lead card information about the binding process is also visible in the customer's lead card under the enrollment and payroll tab status updates in the enrollment dashboard are synchronized with the lead card troubleshooting & escalation common issues poi upload failing symptoms cannot upload poi document or upload errors possible causes file size too large (>10mb) unsupported file format browser issue network timeout resolution steps reduce file size or compress pdf ensure file is pdf format try different browser check internet connection stability welcome email button not activating symptoms button remains grayed out after poi upload possible causes poi not fully processed bind date not selected system sync delay browser cache issue resolution steps verify both poi and bind date entered refresh the page clear browser cache wait 2 minutes for system sync cannot select bind date symptoms calendar not functioning or dates unavailable possible causes javascript disabled pop up blocker active invalid date range browser compatibility resolution steps enable javascript disable pop up blocker select date within valid range try chrome or safari browser void button not working symptoms cannot void enrollment before completion possible causes welcome email already sent system processing delay permission issue already moved to bound resolution steps verify enrollment not completed check if customer already bound confirm user permissions contact manager for override when to retry vs escalate retry these actions 🔄 poi upload with smaller file 🔄 different browser attempt 🔄 page refresh after changes 🔄 clear cache and retry escalate immediately for 🚨 multiple poi uploads failing 🚨 welcome emails not sending 🚨 system showing wrong carrier 🚨 cannot complete any bindings escalation process level 1 team lead/manager poi validation issues bind date questions void authorization expedited handling level 2 it help desk upload functionality broken email system failures system sync issues database errors how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include customer name, carrier, specific error screenshot the send to bind tab note if expedited customer best practices poi management request poi from carrier early verify poi includes all required information keep file size under 10mb use clear naming convention communication inform customer of bind date explain poi timeline to customer document any delays cc appropriate parties on communications quality control double check bind date accuracy verify poi matches customer/carrier review welcome email recipients confirm all documents archived properly next steps after sending customers to bind bound view successfully bound customers voided manage cancelled enrollments 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels