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New Customer Sign Up & Proof Process Texas. “Texas Process” Training New Customer Sign Up Process- HANDING the phone to the customer: New Customer Sign.

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Presentation on theme: "New Customer Sign Up & Proof Process Texas. “Texas Process” Training New Customer Sign Up Process- HANDING the phone to the customer: New Customer Sign."— Presentation transcript:

1 New Customer Sign Up & Proof Process Texas

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

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

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

5 “Texas Process” Training What is the Texas database and what does it do? 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. 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? What does the database check for? SNAP, CHIP and Medicaid. SNAP, CHIP and Medicaid. What does the database not check for? What does the database not check for? SSI, Public Housing, TANF, LIHEAP, National School Lunch Program. SSI, Public Housing, TANF, LIHEAP, National School Lunch Program.

6 “Texas Process” Training Choosing SNAP, CHIP or Medicaid: Choosing SNAP, CHIP or Medicaid: You will not upload proof during the registration process. You will not upload proof during the registration process. After you see “Registration Complete” the customer information you entered is checked against the database. 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: 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 SSI LIHEAP LIHEAP Public Housing Public Housing National School Lunch Program National School Lunch Program TANF TANF Or anything allowing you to qualify through Income Based 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: 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. 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. 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. If customer does not have any other proof of assistance, try to qualify via Income Based. Click for Texas proof packet. Click for Texas proof packet. Click for Texas proof packet. Click for Texas proof packet.


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