Brand Partner Enrollment & Upgrade
Replace the fragmented Trinity enrollment with a unified, EllieMD-hosted flow. Eliminate duplicate account creation, clarify partner types, and adapt to logged-in state via SSO.
Problem
Enrollment split across EllieMD and Trinity. Confusing language, duplicate accounts, dated UI generating support tickets and lost enrollments.
Solution
Single EllieMD-hosted enrollment with SSO. Creates both Trinity BP and EllieMD customer accounts simultaneously. Redesigned Join Us page with clear routing.
Deliverables
SSO Integration with Trinity Engineering
Detect logged-in state, pre-populate upgrades, seamless BackOffice access.
Unified Enrollment Page (EllieMD-Hosted) Design + Eng
Replace Trinity's 5-screen flow. Creates both accounts simultaneously. Supports future upsell.
Redesigned Join Us Page Design
Single entry point. Clear routing for new users, upgrades, and business enrollments.
SSO-Driven User States
New User (Logged Out)
Full enrollment form. Creates BP + customer account.
Customer Upgrade (Logged In)
Pre-filled form via SSO. Upgrades existing account. Business upgrade unavailable.
Business Enrollment
Full form + EIN. New enrollment only (cannot upgrade from customer).
Enrollment Journey
Join Us Page
Entry point + routing
Enrollment Form
Unified registration
Review & Pay
Summary + payment
Confirmation
Success + next steps