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The CompeteSoft Enrollment Module is an amazing php development that is 100% customizable for any business looking to take enrollments into a program, group, or service. This module works within the framework of Joomla 1.5 and above. It gives your system the ability to allow a customer to search through multiple plans (setup in the admin) that are tied to several pre-qualifying methods based on zip codes and service areas. This modular architected functionality can be changed, customized, and redesigned to fit all types of businesses and web sites. 

  • Area or Zip Code import: You can import any zipcodes or other identified zones to seperate providers, service areas, or locations so that each plan added can be good for a specified area.
  • Provider/Service Type: The module will allow you to upload logos, descriptions, and information on any specific provider or other type of unit so that plans can be created and tied to only users that select that particular area. 
  • Utility/Resource Type: Does your company sell electricity, gas, insurance, or another area specific product? This area lets you customize the data so that the customers can select the type of listing they are interested in. For example, an Insurance Company may use this second step to add Health, Life, Home, or other type of insurance so that quotes can be given based on selection. 
  • Plan Creation: The administrative module allows the business to setup a plan and tie it to a specific area, provider, resource type, and then quote either Fixed, Variable, Both, or more information needed to give direct pricing to the interested customer. This area offers a lot of customization and will require some level of business understanding to implement. However, the system will provide the user with a plan that fits their needs and then they can select the plan and move onto the Enrollment page.
  • Enrollment: The enrollment area provides a breakdown of your selected plan as well as any attachment or terms added to that particular plan in the admin. This page will collect the user information and then send it on to the business unit or can be tied directly through api to a database for direct enrollment. (integration will be needed here)
  • Autoresponders: The Enroller has a complete customizable autoresponse system that can be setup to inform both the customer and the business of new transactions with any level of information that needs to be provided.
The CompeteSoft Enroller is a modular system that allows a site to enroll customer into a program. Total Customization.

This is a sample of the CompeteSoft Enroller implemented at OasisEnergy.com

This shows how the products have been found based on the zip, resource, provider, and type. This is totally customizable for any business using the Enroller.


This is the enrollment page showing an example of receipt and attachments as well as a custom enrollment form.This is one administrative control screenshot showing how zip codes are managed in the system.


Tags: business, specific, plan, based, system, information, area, setup, type, enrollment, module, select, tied, needed, plans

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