DTC: Proof Of Coverage (POC) Process

DTC: Proof Of Coverage (POC) Process

Purpose

Waive the 30-day review period for customers who can provide evidence of an active warranty to avoid a lapse in coverage. 

Guidelines

  1. Proof of Coverage documentation MUST be received and validated before a waived 30-day review period enrollment is created.
  2. All Proof of Coverage (POC) enrollments MUST be created within the TIMX Production environment only and NOT through the Salesforce Agent Enrollment Flow Portal.

Process

  1. Ask the customer to email their POC documents to you (Sales Representative).
  2. Validate and approve POC documentation provided by the customer.
    (click the image to enlarge)
  3. In TIMX, backdate the Enrollment “Application Date” 30 days before the enrollment date to waive the review period
  4. Save the POC documents to the designated shared folder. 
  5. Update the POC log for tracking purposes. 
    (click the image to enlarge)

  6. Confirm the 30-day review period is waived on the enrollment. 







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