Seamless Member Support

With Agent Access, your customer service representatives can view the same experience members see.

Benefit information, shopping, and card management actions, and additional support functions are available for comprehensive member support.

Seamless Member Support
user experience

Key Actions for Agents

Place orders
Place orders
View balances
View balances
Load member credits
Load member credits
Update member profiles
Update member profiles
Request replacement Flex Cards
Request replacement Flex Cards
Review order history
Review order history
Request refund or reshipment of orders
Request refund or reshipment of orders
Send catalogs to members
Send catalogs to members
View delivery information
View delivery information
User Management

User Management

  • Multiple agent user groups can be created to control which of your team members can perform certain support actions.
  • Actions taken by agents are recorded and allow reporting and analytics to show the utilization of member support.
  • Agent profiles can be assigned to subsets of your member population to ensure agents only have access to those under their care.

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