Introduce your agency
Share your legal business details, admin contact, W-9, bank documentation, and a spreadsheet of the people who will need access.
ABOUT CUSTOMER OPERATIONS
Helping agencies
move forward.
Your agency’s success is our focus. Enroll Here Customer Operations helps agencies get started, navigate everyday challenges, and make the most of the tools and support available to them.
LET’S GET STARTED, TOGETHER
Your team. Our team. One shared workspace.
Bring your business details, key contacts, and documents. Your Enroll Here specialist will work with you on agreements, billing, and setup, with a clear view of what’s next.
Shape the right setup
We help complete your hierarchy, agreement details, products, pricing, billing terms, and start dates alongside you.
Review every next step
Keep your signed agreement and documents together, resolve open questions, and see when your onboarding is ready for the Operations team.
THE CSM ROLE
A familiar point of contact.
A clear path ahead.
A Customer Success Manager (CSM) helps connect your agency’s goals with practical, day-to-day support. They take time to understand what your team needs, help clarify the next step, and coordinate with the right people when an issue needs additional attention.
Customer Operations brings that work together: supporting the agency relationship, organizing follow-up, and keeping communication clear as questions move toward resolution.
HOW WE HELP
Support for the moments that matter.
From the first steps to the next opportunity, our focus is on making it easier for your agency to succeed.
Getting started
Help agencies understand the onboarding process, prepare for next steps, and get comfortable with available tools and resources.
Everyday guidance
Make it easier to ask questions, navigate workflows, and find the information needed to keep daily operations moving.
Issue coordination
Clarify what is getting in the way, connect the right teams, and help agencies understand the status and next steps of an issue.
Consistent follow-up
Keep open questions and agreed actions visible, with communication that helps agencies know what to expect next.
Agency feedback
Listen to the agency experience and share practical feedback with the teams working to improve tools, processes, and support.
Long-term success
Build an understanding of each agency’s priorities and help its team get ongoing value from its relationship with Enroll Here.
OUR APPROACH
Listen. Coordinate. Follow through.
Understand the need
Start with the agency’s goals, questions, and experience.
Connect the next steps
Bring together the information and people needed to help.
Keep the conversation moving
Follow up on open items and make the path forward clear.
YOUR NEXT STEP
Let’s get your agency ready.
Start or return to your shared onboarding workspace. We’ll help you take it from here.