Five9

Five9 Overview

Five9 is our call center platform.

Benefit Counselors will use this platform to connect with our Client's employees.

Slack Resources:

Your direct connection to customers 

You can create outbound calls but most of your experience will be in the inbound process



Before Enrollment:

Make sure you can log into Five9   

Test your microphone to ensure you are heard on the line

Create a quiet environment without background noise


During Enrollment:

Log in on time

Mark lunch when taking lunch and break when taking break

Lunch is a designated time, but you get two 15 min breaks at your convenience

You must document the employee's name, group name, and disposition

Five9 Video Presentation