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    • Velocity
    • Technology
    • Communication
    • Enrollment
    • Build My Case
    • Support
    • Schedule a Chat
Velocity Benefits
  • Velocity
  • Technology
  • Communication
  • Enrollment
  • Build My Case
  • Support
  • Schedule a Chat

Templates

employee_dependent_census (6) (3) (1) (xlsx)

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Text Messaging Census Template (csv)

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Case Build (pdf)

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fw9 (pdf)

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Direct Deposit Authorization (pdf)

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Velocity Timeline Template (xlsx)

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Proposal - Word (docx)

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Airstream - 2021 Benefits Guide_Generic (pdf)

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Steps to Online Open Enrollment- C&TDG (pdf)

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WIN Logistics (pdf)

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Site Content

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New Case Agreement

New Case Agreement

Build My Case

Build My Case

Pre-Enrollment Worksheet

Build My Case

Text Messaging Submission Form

Text Messaging

Video Messaging

Video Messaging

Post Enrollment Form

Post Enrollment Form

Detail your services

If customers can’t find it, it doesn’t exist. Clearly list and describe the services you offer. Also, be sure to showcase a premium service.

Announce coming events

https://form.jotform.com/Duckett/Data-Reporting

Post Enrollment Reporting

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