Welcome! This guide helps agents and agency admins easily understand how to find, review, and manage customer enrollments in the JET EDE portal.
Whether you’re following up with a customer, checking a pending document, or reviewing your team’s submissions — this page walks you through everything step-by-step.
The JET EDE Agent Dashboard gives you a complete view of your book of business, including:
All customer applications (past and present)
Real-time status updates (In Progress, Enrolled, Pending Documents, etc.)
Detailed plan information for each application
Search tools to locate customer quickly
These tools help you stay organized, respond faster, and make sure every customer gets the right support.
Log in to your JET EDE Agent Portal.
In the left menu, select Applications.
You’ll see your enrollments grouped into easy-to-read categories:
Category
What It Means
In Progress Applications
Applications you started but haven’t yet submitted for eligibility determination.
Enrolled Applications
Successfully submitted to CMS with a plan selected.
Pending Document Applications
Submitted to CMS, but additional verification documents are needed.
Reassigned Applications
Applications originally submitted by you but later reassigned to another agent.
Tip: Bookmark this page so you can jump directly to your Applications dashboard each day.
If you need to find one customer quickly:
From the top menu, choose Create/Search Applications.
Enter identifying details such as the customer's SSN and Date of Birth.
Attest that you have authorization from the customer to access their data.
Click Search — you’ll see all applications linked to that consumer.
Select the correct record to view full details: plan, submission date, status, and more.
Compliance reminder: Always keep your customer authorization records on file.
Here’s what each status means — and what action to take:
Status
Meaning
Recommended Action
In Progress
Application draft not submitted.
Review and complete the form before submission.
Enrolled
Fully submitted and approved by CMS.
Confirm plan details with your customer.
Pending Documents
Waiting for customer verification documents.
Contact the customer to submit required documents ASAP.
Reassigned
Application now belongs to another agent.
Check with your agency to confirm reason.
Check daily: Review your In Progress and Pending Document lists regularly.
Communicate early: If documents are pending, call or email customers right away.
Use search wisely: SSN + DOB is the fastest combo to locate cases.
Keep notes: Add quick notes on follow-ups to stay organized.
Monitor reassigned cases to manage agent attribution.
Track renewals using Enrolled Applications to reach out before coverage ends.
Train new staff using this page — it covers everything they need to start tracking effectively.