Able & Avionte
If you have already checked to see if the SSN is listed in any of the tax documents, sometimes there might be a glitch in sending over eDocs into Avionte an...
Wed, 8 Sep, 2021 at 9:51 AM
You can send a package when: The applicant applied more than 15 days ago and their State / Language package has expired. They chose the wrong State / L...
Wed, 8 Sep, 2021 at 9:56 AM
The Federal 2020 tax form is significantly different than previous years and is causing some confusion with our SA’s. To avoid some headaches or frustratio...
Wed, 8 Sep, 2021 at 9:55 AM
Once the applicant has finished their e-docs, they are taken to a page that tells them to schedule their appointment. The applicant also receives an email w...
Wed, 8 Sep, 2021 at 9:54 AM
When someone calls in and hasn't registered with us... use Quick Add instead of telling the person to go to our website to apply... This ensures the cal...
Wed, 8 Sep, 2021 at 9:50 AM
Onboarding and Audit Trail functions are a great way to see what the applicant has completed or if something doesn't make sense. Go to the Applicant...
Wed, 8 Sep, 2021 at 9:49 AM
All of the key data fields are filled out, eDocs are signed, the person has a record in Avionte --- but nothing is listed in the Documents tab in Avionte. S...
Wed, 8 Sep, 2021 at 9:48 AM
The only time you should delete a form or package is when you made a mistake in sending the form or package in the first place. If the applicant finishe...
Mon, 20 Dec, 2021 at 2:38 PM
We have updated our edocs to include a safety video and quiz, as well as other important updates. Some applicants do not even have edocs in Avionte because...
Wed, 8 Sep, 2021 at 9:44 AM
If the Able profile looks like below (Authorized Representative / Waiting / Prepaper), it means that the applicant checked the box for using a translator fo...
Wed, 8 Sep, 2021 at 9:46 AM