Customer Save. Contact Info Overview. Agent Blueprint Price. Recommended Agency Size.

Size: px
Start display at page:

Download "Customer Save. Contact Info Overview. Agent Blueprint Price. Recommended Agency Size."

Transcription

1 Customer Save Contact Info Please note: The Customer Save Helpdesk is not a phone helpdesk and does not have a phone number. However, our agents will respond to your within 24 hours of receipt. Overview The Customer Save: Shoppers Program alerts participating agency owners when a customer's credit report information is ordered by a competitor for an insurance quote, indicating they are at risk for switching carriers. Participating agency owners will be notified via the following business day, prompting you to log on to the Customer Save Portal to access the "shopping" customer's name, address and shopping date. Agency owners should then proactively call these customers and offer an insurance review, while looking for cross-sell opportunities and to retain that customer. helping customers protect their passion. Description Customer Save: Shoppers Program (50 Leads) Customer Save: Shoppers Program (100 Leads) Customer Save: Shoppers Program (150 Leads) Customer Save: Shoppers Program (300 Leads) Recommended Agency Size Small Auto PIF < 500 Medium Auto PIF < 1,000 Large Auto PIF < 1,500 X-Large Auto PIF > 1,500 Agent Blueprint Price $140 $280 $420 $840 What Can I Expect? How many leads will I receive? Average participating agents receive 4 5 leads per week (150+ per year); high volume agencies have seen leads per week (500+ per year). Is the Customer Save Program available to all agencies? This program is available to all agencies in all states with the exception of CA, OH, MA and HI. How can I continue receiving leads after my initial purchase of leads is delivered? Agents enrolled in Customer Save in 2017 via Blueprint are required to place a credit card on file so that they will automatically be reloaded with leads in selected sets of 25, 50, or 100 leads. Agents will be charged for the next set of leads once their prepaid balance reaches 5 leads or less. What level of customer shopping information is provided by DataLab? The following data is provided in the Customer Save portal: o Customer First and Last Name o Household Number o Address o Shopping Date What if an Allstate inquiry causes a lead to appear? Other inquiries made by Allstate should not trigger an alert. On occasion, overlap between time and other Allstate products can make a customer trigger a lead in error. If this happens, agents are able to submit the lead for credit through the 'Contact Us' page on the Customer Save website.

2 Customer Save Benefits to my Agency By using this tool, agents see an increase in retention of their customers o On average, agents who follow-up on these leads are seeing a 15 20% reduction in the defection rate of these type of shoppers. o Average return on investment has been 3 to 5 times the cost in saved commissions (Note: results may vary). Best Practices In order to use the leads in compliance with the Fair Credit Reporting Act, customers identified under the Customer Save Program must go through a policy review.* Agencies participating in the program are required to conduct a review of the policies of those customers identified as leads; contacting customers as soon as possible will assist in the review as well as improving the chances of saving the relationship. To further assist, a direct mail piece will automatically be sent from the agent of record. o o This mail piece will be sent to every customer identified in the Customer Save Program, regardless of prior contact from an agency owner. The letter will invite customers to call their agency owners office for a policy review. *Note: Participating agents will be notified via when one of their customers has been shopping. Per program requirements, if an agent is receiving leads and fails to log in to view their leads for 60 consecutive days, the agent will be removed from the Customer Save Program without issuance of a refund. Additional Resources Agency Gateway Resources: which includes FAQ s, registration information and talk paths

3 Extra Hands Appointment Setting Calls Contact Info Chat Feature: (Mon Fri, 9 a.m. 7 p.m. ET) Overview Extra Hands leverages the talent and resources within the Allstate Customer Contact Centers to extend agency capacity and help you grow your business. Extra Hands Appointment Setting provides phone calls on behalf of agencies to households approaching policy renewal. The objective is one annual review per household. The Extra Hands team schedules insurance review appointments directly on your Outlook calendar. Agency Size by PIF* Blueprint Negotiated Price Agent Blueprint Price 0-1,499 $1,080 $540 1,500-2,999 $1,872 $936 3,000-5,999 $3,192 $1,596 6,000-8,999 $5,520 $2,760 9,000+ $15,072 $7,536 *The fee structure is based on the agency s number of Policies in Force (PIF) as of September 1, What Can I Expect? Dedicated, experienced Allstate employees o Each specialist is extensively trained on Allstate products, discounts and processes Branded customer experience o Every customer interaction is branded with the agency name Appointment Setting call process o Brand the agency- every customer interaction is branded with your agency name o Thank the customer for their loyalty o Request to schedule an insurance review o Ask customers for feedback and likelihood to recommend Allstate to friends and family o Mention ACES o Ask customers if they have any immediate service needs Outlook calendar appointments o Insurance reviews (in-office and phone) will be scheduled directly to your Allstate Outlook calendar based on availability o Scheduling flexibility allows you to designate staff members to conduct insurance reviews Reminder offered to the customer to be sent approximately 24 hours prior to scheduled appointment Pricing is based on PIF to ensure all Allstate auto and property households are contacted 50% cost share is offered during 2017 annual enrollment only Note: Extra Hands does not have bilingual capabilities at this time. Please consider this if the majority of the customers in your book of business prefer a non-english languageif an Extra Hands rep is unable to schedule an insurance review on your behalf because of a language barrier, a follow up will be sent to you immediately so you can follow up with them

4 Extra Hands Appointment Setting Calls Benefits to my Agency Concierge service and reporting o A dedicated Concierge service is available for agents and staff to ask questions or address concerns o Agents have access to comprehensive reports of work performed on behalf of agencies and are provided instant notification of appointments scheduled and/or customer followup requests Proven results (July 2016 YTD): o 34% spoke to rate o 36% appointment set rate Best Practices Utilize the monthly lead lists provided within the My Lists section on the Blueprint website! o We recommend assigning a staff member to manage the lead lists that are being contacted by Extra Hands on a monthly basis o Consider using these lists as a foundation, and access the Extra Hands reporting website to keep track of each contact attempt by the Extra Hands team Additional Resources Extra Hands Appointment Setting FAQs Extra Hands Resource Page (Or simply search Extra Hands on Gateway) Chat feature: (Mon Fri, 9 a.m. 7 p.m. ET)

5 Extra Hands Cancellation Calls Contact Info Chat Feature: (Mon. Fri., 9 a.m. 7 p.m. ET) Overview Extra Hands leverages the talent and resources within the Allstate Customer Contact Centers to extend agency capacity and help you grow your business. The Extra Hands Cancellation Calls service handles all Bill Past Due work items for subscribers. Outbound calls are made on behalf of agencies to provide a friendly reminder for customers to pay their bill, with ability to collect payment. Six-month and twelvemonth subscription period options will be offered for % cost share is available during 2017 annual enrollment only 6-Month Subscription 12-Month Subscription *The fee structure is based on the agency s number of Policies in Force (PIF) as of September 1, What Can I Expect? Agency Size by PIF* Blueprint Negotiated Price Agent Blueprint Price Blueprint Negotiated Price Agent Blueprint Price 0-1,499 $330 $246 $660 $492 1,500-2,999 $870 $654 $1,740 $1,308 3,000-5,999 $1,506 $1,128 $3,012 $2,256 6,000-8,999 $2,640 $1,980 $5,280 $3,960 9,000+ $7,050 $5,286 $14,100 $10,572 Dedicated, experienced Allstate employees o Each specialist is extensively trained on Allstate products, discounts and processes. o Every customer interaction is branded with the agency name. Cancellation Call process o All "Bill Past Due" tasks will be removed from your My Work Items queue and transferred to the Extra Hands team during your subscription period. o Multiple calls are attempted per customer, with a voic left on the last attempt. o Call attempts leverage both the preferred and secondary phone numbers listed on the customer account to help increase success of reaching the customer. All customer interactions follow a comprehensive call flow: o Greeting/Brand the agency o Offer to take payment o Offer EZPay o Ask customers if they have any immediate service needs o Thank customer for their loyalty on behalf of agency NOTE: At this time, Extra Hands has very limited bilingual capabilities. Please consider this if the majority of the customers in your book of business prefer a non-english language. If an Extra Hands rep is unable to speak with them regarding their bill past due on your behalf because of a language barrier, a follow up will be sent to you immediately so you can follow up with them.

6 Extra Hands Cancellation Calls Benefits to my Agency Enrolling in Cancellation Calls service can help agencies free up significant capacity to focus on growth opportunities and retention efforts Concierge service and reporting o A dedicated Concierge service is available for agents and staff to ask questions or address concerns o Agents have access to comprehensive reports of work performed on behalf of agencies and are provided instant notification of sales, quotes and follow-up requests Proven results (July 2016 YTD) o 30% spoke to rate o 15% pay rate Best Practices Track Extra Hands progress on your leads on the Extra Hands reporting website! o We recommend assigning a staff member to export your lead list and filter down to customers that Extra Hands was unable to reach o Consider utilizing your team to reach out to these customers to help them retain coverage Additional Resources Extra Hands Cancellation Calls FAQs Extra Hands Resource Page (Or simply search Extra Hands on Gateway) Chat feature: (Mon. Fri., 9 a.m. 7 p.m. ET)

7 Appointment Interest Gathering Calls Contact Info Option 3 Live Chat - H2insight.com Overview H2insight contacts customers to gather information for an Insurance Review through a 5 in 1 Pre-Renewal process. The agent then follows up with the customer to schedule the review. Description Blueprint Negotiated Price Agent Blueprint Price $540 $270 $810 $405 $1,500 $750 What Can I Expect? On every 5 in 1 Pre-Renewal (Appointment/Cross-sell & Retention System live call) we will: 1. Offer each customer an insurance review, without pressure 2. Identify cross-selling opportunities and inquire if they are interested in life and retirement planning 3. Ask if they would refer and recommend your agency 4. Update the customer s address 5. Predispose each customer on every live call and voic to the Allstate Customer Experience Survey In addition we will: Determine if they are shopping around or if they have immediate service needs Thank each customer for allowing you to handle their insurance needs Send a Real-time notification to the Agency including comments of every reached customer Benefits to my Agency Improve retention Identify cross-sell opportunities Uncover service opportunities Receive updated addresses Increase experience scores

8 Appointment Interest Gathering Calls Best Practices On every call that requires a follow up we ask the customer for the best time for your Agency to contact them. The best time is ALWAYS an immediate follow up as soon as your receive your real-time notification from H2insight. This gives the customer a WOW! experience. Additional Resources 2017 Blueprint Video: Testimonials Page:

9 Hearsay Text Messaging Solution Contact Info Overview Text messaging is today s most efficient way to communicate with customers. With Hearsay Messages, you can text with customers while in compliance with company policy and industry regulations. Description Blueprint Negotiated Price Agent Blueprint Price $396 $297 $792 $594 $1,188 $891 $1,584 $1,188 $1,980 $1,485 $2,376 $1,782 What Can I Expect? Easy to use desktop or mobile application that makes texting a simple part of your agency communications to customers The application can be accessed by an unlimited number of users in your agency Everyone gets insight into what happens; sent and received text messages All of these benefits while adhering to Allstate compliance requirements Benefits to my Agency Timely communications with customers and easy to use wherever work may take you Help your office users communicate when you are busy traveling or in meetings Reach your customers where they are more responsive Fully compliant solution Best Practices A texting workspace will be available for each agency location tied to an office phone number from Hearsay desktop and Mobile App The workspace can be shared with authorized users of you agency (like Hearsay Social) Additional Resources Hearsay training options

10 Prevention Awareness Resources Contact Info Overview Prevention Awareness Resources are monthly s that enable you to provide customers with useful information to help manage life s risks as a trusted advisor who cares about their wellbeing and safety. These s contain monthly eagent templates, Hearsay Social content and customer s with Allstate-approved prevention messages. Being prepared for the unexpected can save customers a major headache, as well as their money. Educating them on taking preventative measures is effective in avoiding dangerous situations. Description Agent Blueprint Price Free to Agents What Can I Expect? Monthly eagent Templates: Proactive, prevention-focused messages throughout the calendar year that provide customers with tips and advice to avoid potential risks in life o You will receive legally-approved templates on the second Wednesday of every month from CommunityInvolvement@allstate.com Monthly Hearsay Social Prevention Content: Prevention messages that feature seasonal safety tips and advice for use across your agency s social media platforms o You will receive monthly notifications from CommunityInvolvement@allstate.com when new prevention messages are available on Hearsay Social Quarterly Customer Campaign: Direct campaign with prevention messages designed to make customers aware of various risks and how to prevent them. Includes a prominent display of your picture and agency information o Subjects include: winter safety, spring Home safety, auto safety, and holiday safety o You will receive an reminder in the monthly Prevention Awareness from CommunityInvolvement@allstate.com when quarterly s are sent on your behalf Benefits to my Agency Resources are intended to decrease claims, while encouraging customer interaction via social platforms and campaigns Deepen customer relationships by demonstrating care and concern, while also making customers aware of potential risks Further position yourself and your staff as trusted advisors and as a source for knowledgeable, preventative information.

11 Prevention Awareness Resources Best Practices Read through monthly Prevention Awareness s and become familiar with resources Attend a Prevention Awareness activation webinar Send eagent templates of your choice through eagent to select recipients in your book of business Publish quarterly Prevention campaigns through Hearsay Social Be aware of customer s going out on your behalf Additional Resources Visit the Local Presence and Community Involvement Prevent and Prepare page on Gateway Example of Monthly Prevention Awareness

12 Prevention Awareness Resources Monthly eagent Templates Quarterly Hearsay Social Campaigns

13 Prevention Awareness Resources Quarterly Customer Campaign

14 Reward Card Program Contact Info Overview The Allstate Reward Card program is designed to help Allstate agents thank anyone for referring a prospect to an agent. Under this program a $10 Allstate-branded VISA referral reward card may be provided as a token of gratitude to anyone who provides an Allstate agent with a lead referral. Description National Gift Card (2017 program, 100 cards, $10 card value ) Agent Blueprint Price $1,100 National Gift Card (2017 program, 200 cards, $10 card value) $2,200 What Can I Expect? Order Turnaround Time: VISA cards are produced and shipped within 3-4 weeks of ordering Offering Details: Replacement cards can be ordered directly from Allstate s gift card vendor, National Gift Card at Shipment Information: VISA cards are shipped inactive, in bulk via FedEx Ground Card Activation: You will need to activate the cards upon arrival - activation instructions are sent via from National Gift Card 1-2 weeks after ordering (The will come from Allstate Blueprint ) Benefits to my Agency An opportunity to thank your referrals Research has shown customers will readily refer family and friends to an agent when they are satisfied with the service they receive More than 50% of Allstate customers would be willing to recommend an Allstate agency to friends, family or co-workers if given the opportunity to do so Best Practices 70% of insurance shoppers will purchase because of a referral More than 50% of Allstate customers would be willing to recommend an Allstate agent to family and friends if given the opportunity 13% of insurance shoppers will begin shopping because of a referral When writing a new customer or adding a line for an existing customer, let them know that you offer $10 gift cards for a referral The best time to ask for a referral is when a customer has had a positive experience with your office New customers are often the most eager to share their newfound agent during their honeymoon stage of the relationship

15 Reward Card Program Additional Resources Reward cards should be provided as a token of gratitude to anyone who provides an Allstate agent with lead referral. The person making the referral will receive the $10 referral reward card regardless of whether the person who is referred receives a quote or purchases an insurance policy. This program does not permit a referral reward card to be conditioned on either a quote or the sale of a policy. Agents are not permitted to provide more than two referral reward cards per individual per year*. In case of DOI inquiries, you will need to maintain records of the name and addresses of all individuals that are provided a referral reward card and the date it was provided. In the event you promote this program on an agency website or through mail/ , please ensure the messaging is consistent with the program. If you have any questions about the messaging, please contact your Allstate Field Sales Leader. The Allstate Reward Card program is not available in North Dakota, New Mexico or Maine. Additionally, it is not being offered in New York or Allstate New Jersey. Disclaimer: Federal law limits the payment of referral fees in connection with a real estate closing. Therefore, referral rewards may not be issued to customers if the referral involves homeowners insurance and other types of property insurance to be issued in connection with a real estate closing. Refer to your EA Independent Contractor Reference Guide, Referrals of Business in Connection with Real Estate Transactions (RESPA) for more information. Violating the terms of the referral rewards program may result in your removal from participation in the program and could place your relationship with Allstate in jeopardy. *State exclusions: ME, ND, NJ, NM, & NY Sample Reward Card:

Informed Delivery Create Once. Connect Everywhere. Informed Delivery Overview September 2017

Informed Delivery Create Once. Connect Everywhere. Informed Delivery Overview September 2017 Informed Delivery Create Once. Connect Everywhere. Informed Delivery Overview September 2017 Informed Delivery offers an integrated marketing approach to meet today s consumer demands. What is Informed

More information

Welcome and thank you for attending our event! Today s topic is Informed Delivery. Optional: Before we get started, can I see a show of hands of how

Welcome and thank you for attending our event! Today s topic is Informed Delivery. Optional: Before we get started, can I see a show of hands of how Welcome and thank you for attending our event! Today s topic is Informed Delivery. Optional: Before we get started, can I see a show of hands of how many of you are already signed up to receive Informed

More information

CLIENT ONBOARDING PLAN & SCRIPT

CLIENT ONBOARDING PLAN & SCRIPT CLIENT ONBOARDING PLAN & SCRIPT FIRST STEPS Receive Order form from Sales Representative. This may come in the form of a BPQ from client Ensure the client has an account in Reputation Management and in

More information

Informed Delivery Overview

Informed Delivery Overview Informed Delivery Overview National PCC Week Workshop Informed Delivery is bridging the gap between the physical and digital worlds! This feature is creating an innovative experience for consumers and

More information

CLIENT ONBOARDING PLAN & SCRIPT

CLIENT ONBOARDING PLAN & SCRIPT CLIENT ONBOARDING PLAN & SCRIPT FIRST STEPS Receive Order form from Sales Representative. This may come in the form of a BPQ from client Ensure the client has an account in Reputation Management and in

More information

YourStore A GUIDE TO

YourStore A GUIDE TO A GUIDE TO YourStore 3.0 Selling contact lenses online has never been easier! This is the homepage of YourStore 3.0. 1. The header displays just your company name as its default. The rectangular space

More information

Informed Delivery Overview

Informed Delivery Overview Informed Delivery Overview November 2017 DRAFT What is Informed Delivery? Informed Delivery is a new consumer-facing feature offered by USPS that provides users with digital previews of their household

More information

QuickGifts Merchant Gift Card Program User Guide Updated: March 12, 2013

QuickGifts Merchant Gift Card Program User Guide Updated: March 12, 2013 QuickGifts Merchant Gift Card Program User Guide Updated: March 12, 2013 The purpose of this user guide is to provide our Merchant Partners with general information and instructions related to QuickGifts

More information

Hi this is Anna Jarrett, I am here to present today s Digital Cookie online training.

Hi this is Anna Jarrett, I am here to present today s Digital Cookie online training. Hi this is Anna Jarrett, I am here to present today s Digital Cookie online training. You will notice on the top right on most slides I have a page number referencing the Cookie Manual that you will receive

More information

GETTING STARTED WITH OD MARKETING TOOLKIT

GETTING STARTED WITH OD MARKETING TOOLKIT GETTING STARTED WITH OD MARKETING TOOLKIT A HOW-TO GUIDE FOR TARGET OPTICAL AFFILIATED DOCTORS 1 GETTING STARTED WITH OD MARKETING TOOLKIT TARGET OPTICAL IS INVESTING TO BRING YOU MORE PATIENTS Target

More information

JHA Payment Solutions. OneClick Funds Verification CSL. Client Training Guide. ipay Solutions. January 2017

JHA Payment Solutions. OneClick Funds Verification CSL. Client Training Guide. ipay Solutions. January 2017 JHA Payment Solutions OneClick Product Training... 1 Optional Services and Features... 2 Enrollment Process... 2 Landing Page... 3 Messages... 4 IVR Number... 4 Attention Required... 4 Add a Payee...

More information

Planning for Marketing

Planning for  Marketing Copyright 2008 Constant Contact Inc. Agenda Planning for Email Marketing Questions to Answer and Planning Suggestions for Success Types of Email s What Do I Want to Achieve Who Should I Send to When Should

More information

Informed Delivery. June 2018

Informed Delivery. June 2018 Informed Delivery June 2018 Informed Delivery offers an integrated marketing approach to meet today s consumer demands. 1 https://www. BeyondCubicle.com What is Informed Delivery? e Informed Delivery users

More information

Help On Demand for Agents and Brokers. September 27, 2018

Help On Demand for Agents and Brokers. September 27, 2018 Help On Demand for Agents and Brokers September 27, 2018 1 Intended Audience The intended audience for this webinar is agents and brokers who are interested in participating in Help On Demand for plan

More information

Tracker Enhancements Highlights Helping You Get the Most Out of Tracker

Tracker Enhancements Highlights Helping You Get the Most Out of Tracker OnLine Tools Mobile Confirmation Agent Two-Way Texting Tracker v11.27 has the option of allowing you to engage in two-way texting with patients. Currently, when a patient sends an invalid text, they are

More information

FileMaker Business Alliance. Program Guide

FileMaker Business Alliance. Program Guide FileMaker Business Alliance Program Guide FileMaker Business Alliance Program Guide Get Started... 3 FBA Business Types and Requirements... 4 Partner Levels... 7 FBA Six Pillars of Excellence... 10 Contact

More information

Emdeon AT&T Employee Benefit Program

Emdeon AT&T Employee Benefit Program Emdeon AT&T Employee Benefit Program AT&T Contact: Darryl Redmon National IRU Manager Office 305-569-7222 Darryl.redmon@att.com AT&T Contents Emdeon Disclaimer... 1 Program Overview... 1 Additional Offers:...

More information

June 2012 First Data PCI RAPID COMPLY SM Solution

June 2012 First Data PCI RAPID COMPLY SM Solution June 2012 First Data PCI RAPID COMPLY SM Solution You don t have to be a security expert to be compliant. Developer: 06 Rev: 05/03/2012 V: 1.0 Agenda Research Background Product Overview Steps to becoming

More information

NESTLÉ Consumer Privacy Notice Template PRIVACY NOTICE

NESTLÉ Consumer Privacy Notice Template PRIVACY NOTICE PRIVACY NOTICE Nestlé Purina Petcare Limited (hereinafter referred to as Nestlé ) is committed to safeguarding your privacy and ensuring that you continue to trust Nestlé with your personal data. When

More information

Questions Frequently Asked by Consumers PartyLite Preferred Program Consumer Questions

Questions Frequently Asked by Consumers PartyLite Preferred Program Consumer Questions Questions Frequently Asked by Consumers PartyLite Preferred Program Consumer Questions 1. What is PartyLite Preferred? PartyLite Preferred is an online loyalty program that is FREE to join! Members of

More information

Market Focus, Inc. First to Develop Custom CRM for the Mortgage Industry in ,000 Clients in U.S., New Zealand Canada, Automated Marketing Strat

Market Focus, Inc. First to Develop Custom CRM for the Mortgage Industry in ,000 Clients in U.S., New Zealand Canada, Automated Marketing Strat Supercharge Your Sales With Mortgage Quest Chris Carter Market Focus, Inc Market Focus, Inc. First to Develop Custom CRM for the Mortgage Industry in 1992 20,000 Clients in U.S., New Zealand Canada, Automated

More information

Sprint Credit Union Member Cash Rewards Program

Sprint Credit Union Member Cash Rewards Program Sprint Credit Union Member Cash Rewards Program Table of Contents 1. Marketplace snapshot 2. Why Sprint? 3. Sprint Credit Union Member Cash Rewards Program OUR MISSION: Enhance the value of credit union

More information

CSCDomainManager Frequently Asked Questions

CSCDomainManager Frequently Asked Questions CSCDomainManager Frequently Asked Questions What are the benefits of migrating to CSCDomainManager? CSCDomainManager SM provides you with the ability to: Manage all your digital assets through one portal,

More information

Alliance Enhancements

Alliance Enhancements Password Management Page 1 Gateway Session Changes Page 2 Scheduled Personal Property Enhancement Page 4 Appropriate Agency Licenses Page 5 Password Management Countrywide Effective April 13, 2015, when

More information

Frequently Asked Questions PartyLite Preferred Program

Frequently Asked Questions PartyLite Preferred Program PartyLite Preferred Program 1. What is PartyLite Preferred? PartyLite Preferred is an online loyalty program designed to help Consultants strengthen their businesses by developing long term relationships

More information

The Recovery and Monitoring Program of New Jersey (Keep this sheet for your files)

The Recovery and Monitoring Program of New Jersey (Keep this sheet for your files) Welsh Commons, 1364 Welsh Road, Suite C-2, North Wales, PA 19454-1913, USA 800-732-DRUG (3784) Fax: 215371-1126 Internet: http://www.firstlab.com E-mail: mail@firstlab.com The Recovery and Monitoring Program

More information

Informed Delivery Create Once. Connect Everywhere.

Informed Delivery Create Once. Connect Everywhere. Informed Delivery Create Once. Connect Everywhere. Postal Customer Council June 2017 DRAFT 1 What is Informed Delivery? Informed Delivery is a consumer-facing feature that enhances hardcopy mail delivery

More information

Updated: April, 2018 (see what s new) Table of Contents. Overview Switching from Maintenance to Subscription Pricing for Switching...

Updated: April, 2018 (see what s new) Table of Contents. Overview Switching from Maintenance to Subscription Pricing for Switching... Important Updates on Maintenance Plans Frequently Asked Questions Customers This document answers frequently asked questions about maintenance plan changes as we move to one business model. Updated: April,

More information

TREND MICRO PRIVACY POLICY (Updated May 2012)

TREND MICRO PRIVACY POLICY (Updated May 2012) TREND MICRO PRIVACY POLICY (Updated May 2012) Trend Micro Incorporated and its subsidiaries and affiliates (collectively, "Trend Micro") are committed to protecting your privacy and ensuring you have a

More information

I just called to say Hello

I just called to say Hello I just called to say Hello Could mean money in your pocket!!! Have we got you thinking? To switch people to THE LOWEST PRE-PAID CALL RATE, Especially when you can make a fortune for yourself in the process

More information

2017 Digital Service Drive Available Webinars

2017 Digital Service Drive Available Webinars 2017 Strategy 2017 Digital Service Drive Available Webinars Available Webinars Executive Summary: 2017 Digital Service Drive DSD Inspect: Product Overview DSD Communication: Product Overview DSD Payment:

More information

e-statement Migration Toolkit

e-statement Migration Toolkit Resources and Information to Support Your Switch to Online Cardmember Statements Online statement delivery can provide your Cardmembers with a fast, convenient and secure way to reconcile and pay expenses

More information

Early Learning SF User Guide for Families

Early Learning SF User Guide for Families Early Learning SF User Guide for Families Instructions Sherry Clark Contents 1 Home Page... 2 2 New Application... 2 2.1 Initial Assessment... 3 2.2 Ineligible Outcome... 3 2.3 Eligible Outcome... 4 2.4

More information

To receive money, just share your enrolled address or U.S. mobile phone number with a friend and ask them to send you money with Zelle.

To receive money, just share your enrolled  address or U.S. mobile phone number with a friend and ask them to send you money with Zelle. Consumer FAQs 1. What is Zelle? Zelle is a fast, safe and easy way to send money directly between almost any bank accounts in the U.S., typically within minutes 1. With just an email address or U.S. mobile

More information

Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions Support and Technology Staff Questions: Page 1 Domain Name Questions: Page 2 Zip Code marketing and Leads Questions: Page 3 Team Websites Questions: Page 6 General Website Questions:

More information

Canada s Anti-Spam Legislation (CASL) What it means for Advisors. Distributor Learning & Development

Canada s Anti-Spam Legislation (CASL) What it means for Advisors. Distributor Learning & Development Canada s Anti-Spam Legislation (CASL) What it means for Advisors Distributor Learning & Development Learning objectives By the end of this session, you will be able to: Describe CASL and how it impacts

More information

IBM Case Manager on Cloud

IBM Case Manager on Cloud Service Description IBM Case Manager on Cloud This Service Description describes the Cloud Service IBM provides to Client. Client means and includes the company, its authorized users or recipients of the

More information

The way we work is changing. Introducing One Phone. Overview of Proposition. Marketing Overview AOB, Q&A

The way we work is changing. Introducing One Phone. Overview of Proposition. Marketing Overview AOB, Q&A The way we work is changing Introducing One Phone Overview of Proposition Marketing Overview AOB, Q&A Customers are more demanding than ever and expect an instant response, with your competitors only a

More information

360 DATA COLLECTION & FEEDBACK REPORTING

360 DATA COLLECTION & FEEDBACK REPORTING ADMINISTRATIVE GUIDE FOR HUMAN RESOURCE CONTACTS 360 DATA COLLECTION & FEEDBACK REPORTING REVISED JANUARY 2003 COPYRIGHT 1994, 2001, PERSONNEL DECISIONS INTERNATIONAL CORPORATION ALL RIGHTS RESERVED PREFACE

More information

Throughout this Data Use Notice, we use plain English summaries which are intended to give you guidance about what each section is about.

Throughout this Data Use Notice, we use plain English summaries which are intended to give you guidance about what each section is about. By visiting and using The Training Hub and associated companies and affiliate s websites, mobile sites, and/or applications (together, the Site ), registering to use our services offered through the Site,

More information

Feature Comparison Worksheet: Core Features of the System

Feature Comparison Worksheet: Core Features of the System Feature Comparison Worksheet: Core Features of the System General Features Virtually unlimited ability to customize and set-up User Defined Fields in all areas of the product to be used for profiling Contacts,

More information

Find Your Perfect Plan

Find Your Perfect Plan http://www.cpa Call Us: 800.896.4500 Site Solutions.com/_responsive/images/hero/search-engine-optimization-feature.png Find Your Perfect Plan No setup fee. No hidden fees. Cancel anytime. Service Comparison

More information

Scion Dealer Website Manual

Scion Dealer Website Manual Scion Dealer Website Manual Website Packages and Basic Template Option 2008 Reynolds Web Solutions. All rights reserved. For details call the Scion Sales Team 800.767.7879 Table of Contents Page Scion

More information

IBM Resilient Incident Response Platform On Cloud

IBM Resilient Incident Response Platform On Cloud Service Description IBM Resilient Incident Response Platform On Cloud This Service Description describes the Cloud Service IBM provides to Client. Client means the contracting party and its authorized

More information

Complaint Handling Procedure

Complaint Handling Procedure Table of Contents Policy information Document Versions Related Policies Applicable Laws and Regulation 1 Policy summary 3 2 Scope and purpose 3 3 Introduction 3 4 Handling a Complaint The Procedure 3 5

More information

Privacy Notice Froneri South Africa (Pty) Ltd t\a Dairymaid ( Froneri ) ( Privacy Notice ) Froneri Froneri Froneri

Privacy Notice Froneri South Africa (Pty) Ltd t\a Dairymaid ( Froneri ) ( Privacy Notice ) Froneri Froneri Froneri Privacy Notice Effective on 10/05/2013; last updated on 08/09/2015 Froneri South Africa (Pty) Ltd t\a Dairymaid ( Froneri ) is committed to safeguarding your privacy and ensuring that you continue to trust

More information

eapp User Guide A

eapp User Guide A eapp User Guide A04080-0910 Table of Contents Quick App User Guide Recent Changes... 3 Introduction... 3 Background... 3 e-signature... 3 Requirements... 3 Register for eapp... 4 New Cases... 5 Start New

More information

Checkpoint Learning Premier Plus CPE Package

Checkpoint Learning Premier Plus CPE Package Checkpoint Learning Premier Plus CPE Package More learning options for a single low annual price. 2 Premier Plus CPE Package Checkpoint Learning Premier Plus CPE Package The Checkpoint Learning Premier

More information

IBM Resilient Incident Response Platform On Cloud

IBM Resilient Incident Response Platform On Cloud Service Description IBM Resilient Incident Response Platform On Cloud This Service Description describes the Cloud Service IBM provides to Client. Client means the company and its authorized users and

More information

Portal User Guide Member Features

Portal User Guide Member Features Portal User Guide Member Features Updated: 04/22/2017 Accessing your claims just got easier WorkAbility Absence Management System Our WorkAbility website makes it easy to access your claims. You get online

More information

has been retired This version of the software Sage 300 Construction and Real Estate Formerly Sage Timberline Office

has been retired This version of the software Sage 300 Construction and Real Estate Formerly Sage Timberline Office Sage 300 Construction and Real Estate Formerly Sage Timberline Office MyAssistant Release Notes Version 12.1 This version of the software has been retired NOTICE This document and the Sage 300 Construction

More information

Program Guidelines. Oct. 1 Dec Apps. Oct. 1 Dec Med Supp + 4 Dental, Hospital Indemnity (HI) or Recovery Care Apps. Oct. 1 Dec.

Program Guidelines. Oct. 1 Dec Apps. Oct. 1 Dec Med Supp + 4 Dental, Hospital Indemnity (HI) or Recovery Care Apps. Oct. 1 Dec. Program Guidelines Program Outline The Level Up Marketing Assistance Program provides funds to be used toward marketing campaigns through approved vendors by individual producer-level agents contracted

More information

JHA Payment Solutions ipay Solutions. Business Bill Pay. Funds Verification CSL Client Reference Guide. September 2018

JHA Payment Solutions ipay Solutions. Business Bill Pay. Funds Verification CSL Client Reference Guide. September 2018 JHA Payment Solutions ... 1 Enrollment Process... 2 Home Page... 3 Message Center... 4 Attention Required... 4 Shortcut Method... 4 Scheduled... 4 History... 4 Since You Last Logged In... 4 Payees Tab...

More information

Technical Requirements COMPLIANCE AND FRAUD HELPLINE AND CASE MANAGEMENT SERVICES

Technical Requirements COMPLIANCE AND FRAUD HELPLINE AND CASE MANAGEMENT SERVICES Technical Requirements COMPLIANCE AND FRAUD HELPLINE AND CASE MANAGEMENT SERVICES No. Requirement Vendor #1 1. 1. Incident Reporting Reporting methods are available to all employees 24 hours per day, 365

More information

All other forms of social media are prohibited unless reviewed and approved prior to use by designated SFA Compliance Principal.

All other forms of social media are prohibited unless reviewed and approved prior to use by designated SFA Compliance Principal. VI.1.5. Social Media Social media is a form of electronic communication that allows individuals to create, share or exchange information and ideas with others in virtual communities and networks. When

More information

Program Guidelines. Program Outline

Program Guidelines. Program Outline Program Guidelines Program Outline The Level Up Marketing Assistance Program provides funds to be used toward marketing campaigns through approved vendors by individual producer-level agents contracted

More information

Inclusions. Your Package Inclusions & Conditions.

Inclusions. Your Package Inclusions & Conditions. Inclusions Your Package Inclusions & Conditions SHOPPING CART WEBSITE You have purchased a fully functional website that has been built using the Woo Commerce Cart plugin on the Word Press platform. Word

More information

MEMBER RATES. CONTACT Joanna Keel

MEMBER RATES. CONTACT Joanna Keel MEMBER RATES CONTACT Joanna Keel 900 Victors Way, Suite 140 Ann Arbor, Michigan 48108 Tel: 734.994.6088 Fax: 734.994.3338 E-mail: jkeel@motioncontrolonline.org TABLE OF CONTENTS Overview...1 Discounted

More information

MailChimp Basics. A step by step guide to MailChimp Course developed by Virginia Ridley

MailChimp Basics. A step by step guide to MailChimp Course developed by Virginia Ridley MailChimp Basics A step by step guide to MailChimp Course developed by Virginia Ridley By the end of this course you will: Know why a newsletter is important Have a brief understanding of Canada s Anti

More information

Reservation Management and Modifications

Reservation Management and Modifications Reservation Management and Modifications Quick Reference Guide Version: 1 Updated: 03/21/17 2017 VAX VacationAccess 2 Table of Contents Introduction... 3 Reservation Management... 5 Retrieving Confirmed

More information

ECA Trusted Agent Handbook

ECA Trusted Agent Handbook Revision 8.0 September 4, 2015 Introduction This Trusted Agent Handbook provides instructions for individuals authorized to perform personal presence identity verification of subscribers enrolling for

More information

Pricing & Info Packet

Pricing & Info Packet Pricing & Info Packet Answering Servi e Affordable Answering Service Rates & Services Serving cusotmers since 1998 No additional fees for nights, weekends & holidays Simple rate plans. Per minute rate

More information

SuperSalon. SuperSalon SMS Implementation and User s Guide. Simply Powerful Salon Management Systems HOW TO REACH US

SuperSalon. SuperSalon SMS Implementation and User s Guide. Simply Powerful Salon Management Systems HOW TO REACH US SuperSalon Simply Powerful Salon Management Systems SuperSalon SMS Implementation and User s Guide HOW TO REACH US Phone: 888-458-1001 For Support, Paper & Hardware Orders Press 1 For Sales Press 3 www.supersalon.com

More information

General Settings General Settings Settings

General Settings General Settings Settings Contents General Settings... 3 Payment Methods... 31 Currency Management... 35 Sales Tax... 37 Commission Settings... 40 Affiliate Commission Settings... 43 Email Templates Management... 46 Subscription

More information

CLAIMS MANAGEMENT SYSTEM

CLAIMS MANAGEMENT SYSTEM TRAINING GUIDE This training manual shows a high-level overview of our claims management system. This training guide should be considered as a work in progress; because, as we develop new advancements

More information

HCSC & AHIP Certification Requirements for 2015 The information you have been asking for.

HCSC & AHIP Certification Requirements for 2015 The information you have been asking for. HCSC & AHIP Certification Requirements for 2015 The information you have been asking for. 1. What are the 2015 MAPD/PDP certification requirements and processes? New! The 2015 Certification process includes

More information

Product Documentation SAP Business ByDesign February Marketing

Product Documentation SAP Business ByDesign February Marketing Product Documentation PUBLIC Marketing Table Of Contents 1 Marketing.... 5 2... 6 3 Business Background... 8 3.1 Target Groups and Campaign Management... 8 3.2 Lead Processing... 13 3.3 Opportunity Processing...

More information

Frequently Asked Questions Customers

Frequently Asked Questions Customers Important Updates on Maintenance Plans Frequently Asked Questions Customers This document answers frequently asked questions about maintenance plan changes as we move to one business model. Updated: May

More information

Let s Get Started FSA IMPLEMENTATION KIT

Let s Get Started FSA IMPLEMENTATION KIT Let s Get Started FSA IMPLEMENTATION KIT Welcome to WageWorks! We have designed this Implementation Kit to help guide you through your transition to WageWorks THIS KIT INCLUDES THE FOLLOWING MATERIALS:

More information

Providing Continuous Customer Service since 1976

Providing Continuous Customer Service since 1976 1-800-344-6470 www.asuperiorcallcenter.com Providing Continuous Customer Service since 1976 Thank you for your interest! Please review our services, we have highlighted the applicable services for you

More information

China Telecom Corporation Limited Shanghai Branch (China. Telecom Shanghai) Pre-paid e-home Broadband Package Promotion Campaign Terms

China Telecom Corporation Limited Shanghai Branch (China. Telecom Shanghai) Pre-paid e-home Broadband Package Promotion Campaign Terms China Telecom Corporation Limited Shanghai Branch (China Telecom Shanghai) Pre-paid e-home Broadband Package Promotion Campaign Terms and Conditions (2015/C) SHDX/F/JL/F/0/SC-163-2015 1. Promotion Campaign:

More information

Checkpoint Learning Premier Plus CPE package

Checkpoint Learning Premier Plus CPE package Checkpoint Learning Premier Plus CPE package More learning options for a single low annual price. 2 Premier Plus CPE Package Checkpoint Learning Premier Plus CPE package The Checkpoint Learning Premier

More information

Is your website secure? Yes. When the browser opens a secured website, https can be seen in the URL instead of just http.

Is your website secure? Yes. When the browser opens a secured website, https can be seen in the URL instead of just http. Patient FAQ Placing Orders Is your website secure? Yes. When the browser opens a secured website, https can be seen in the URL instead of just http. How do I place an order? 1. Select your brand from the

More information

50 Must-Have Content Ideas for Your Newsletter

50 Must-Have Content Ideas for Your  Newsletter 50 Must-Have Content Ideas for Your Email Newsletter 50 Must-Have Content Ideas for Your Email Newsletter Email newsletters are a win-win. They benefit companies and consumers alike. Why? Email newsletters

More information

PRIVACY POLICY QUICK GUIDE TO CONTENTS

PRIVACY POLICY QUICK GUIDE TO CONTENTS PRIVACY POLICY This privacy policy describes the policies and practices of Comodo Security Solutions, Inc. and Comodo Security Solutions Ltd. (collectively and individually referred to herein as "Comodo"),

More information

Engaging Your Vitality Clients Throughout Their Lifetime

Engaging Your Vitality Clients Throughout Their Lifetime Engaging Your Vitality Clients Throughout Their Lifetime We ve got you covered! LIFE-6086 5/18 With Your Clients Every Step of the Way You ve worked hard to prospect and sell new cases. Now, let John Hancock

More information

Nebraska State College System Cellular Services Procedures Effective Date June 15, 2012 Updated August 13, 2015

Nebraska State College System Cellular Services Procedures Effective Date June 15, 2012 Updated August 13, 2015 Nebraska State College System Cellular Services Procedures Effective Date June 15, 2012 Updated August 13, 2015 Definitions Cellular Telephone Service For the purposes of this policy, cellular telephone

More information

PRIVATE OFFER NATIONAL DIRECT MARKETING PROMOTION PLANNING GUIDE

PRIVATE OFFER NATIONAL DIRECT MARKETING PROMOTION PLANNING GUIDE PRIVATE OFFER NATIONAL DIRECT MARKETING PROMOTION PLANNING GUIDE February/March 2017 DIRECT MARKETING PROMOTION INTRODUCTION Thank you for your participation in the Q4 Private Offer Sales Event direct

More information

s + Zoho CRM. for Your Business. Customer Relationship Management.

s + Zoho CRM. for Your Business. Customer Relationship Management. Emails + Zoho CRM for Your Business Customer Relationship Management Email 2 Contents The Basics The Email + CRM Solution Built-in Option to Send Emails Zoho Mail Add-on BCC Dropbox Plug-in for Microsoft

More information

Privacy Notice. Introduction. What is personal data? Date Updated: 2/11/2019

Privacy Notice. Introduction. What is personal data? Date Updated: 2/11/2019 Privacy Notice Date Updated: 2/11/2019 Introduction NERCOMP is committed to informing its membership and the general public about services, and professional learning opportunities to advance higher education

More information

e-medsys Practice Management v. 21.6

e-medsys Practice Management v. 21.6 e-medsys Practice Management v. 21.6 Patient Registration When selecting a new pharmacy, the system will pull and store the pharmacy address. Pharmacy When selecting a new pharmacy, the system will pull

More information

FIGURE SUBSCRIPTION SERVICE INFORMATION AND TERMS AND CONDITIONS

FIGURE SUBSCRIPTION SERVICE INFORMATION AND TERMS AND CONDITIONS FIGURE SUBSCRIPTION SERVICE INFORMATION AND TERMS AND CONDITIONS When you subscribe to the G.I. Joe Collectors Club Figure Subscription Service (FSS), you will receive 2 figures per month for six months.

More information

ReadyTalk for HubSpot User Guide

ReadyTalk for HubSpot User Guide ReadyTalk for HubSpot User Guide Revised March 2016 2 Contents Overview... 3 Configuring ReadyTalk & HubSpot... 4 Configure Sync for Additional Webinar Data... 6 How to Setup the Sync for Additional Webinar

More information

JHA Payment Solutions. MASTER Site Funds Verification jxchange. Client Training Guide. ipay Solutions December 2016

JHA Payment Solutions. MASTER Site Funds Verification jxchange. Client Training Guide. ipay Solutions December 2016 JHA Payment Solutions MASTER Site Product Training... 1 Learning Objectives... 1 Recommended Audience... 1 Contact FI Support for Assistance... 1 MASTER Site Training... 2 Login Screen... 2 Home Page...

More information

Sectigo Accounts Management

Sectigo Accounts Management Sectigo Accounts Management Software Version 7.0 User Guide Guide Version 7.0.030414 2018 Sectigo. All rights reserved. Table of Contents 1. Introduction To Sectigo Accounts Management...3 2. My Account...5

More information

Walk-a-Thon Solution Proposal

Walk-a-Thon Solution Proposal Walk-a-Thon Solution Proposal prepared for: Friendship Circle International Bentzi Groner April 30, 2007 Introduction e 2 Creative Group is pleased to present this proposal to Friendshi p Circle International,

More information

DoConference Web Conferencing: DoMore DoConference

DoConference Web Conferencing: DoMore DoConference DoConference Web Conferencing: DoMore DoConference Use DoConference Conferencing for: Training and E-Learning Deliver interactive online classes, E-Learning sessions and educate easily and affordably.

More information

Pricing Guide.

Pricing Guide. Pricing Guide www.benchmarkemail.com Layouts Blocks Global Styles Create & Send Responsive, Mobile Friendly Emails Get Signups with Signup Forms & Autoresponders Real-time Reports Best Support in the Industry

More information

Visa Concierge Mobile App Privacy Policy Highlights

Visa Concierge Mobile App Privacy Policy Highlights Visa Concierge Mobile App Privacy Policy Highlights UPDATED AS OF: 19 September 2018 Information We Collect Your name and contact information, and information you provide at enrolment and when requesting

More information

APPLICATION DEADLINE Postmarked by May 4, 2018

APPLICATION DEADLINE Postmarked by May 4, 2018 APPLICATION DEADLINE Postmarked by May 4, 2018 Dear Artisan Vendor Applicant: The Grapevine Convention & Visitors Bureau invites you to apply to participate in the 32 nd Annual GrapeFest A Texas Wine Experience

More information

Checkpoint Learning Premier CPE package

Checkpoint Learning Premier CPE package Checkpoint Learning Premier CPE package More learning options at one low monthly price 2 Premier CPE Package Take advantage of a full range of self-directed learning formats, access to discounted seminar

More information

Math Olympiads Registration Information & FAQ

Math Olympiads Registration Information & FAQ Registration Information & FAQ Thank you for your interest in our popular Math Olympiads course. In order to ensure your registration is valid and processed correctly it is imperative that you read carefully

More information

Infinedi, LLC. Frequently Asked Questions

Infinedi, LLC. Frequently Asked Questions Infinedi, LLC Frequently Asked Questions Who are we? Infinedi has been helping medical providers better manage their practices since 1986 by providing the finest EDI services available. Infinedi is a privately

More information

Yakin! Dealer General FAQs

Yakin! Dealer General FAQs Yakin! Dealer General FAQs General 1. What is Yakin!? Yakin! is an after-sales service program offered to anyone who purchases a new device from a Yakin! registered dealer. It allows customers to exchange

More information

Overview Herbalife International of America, Inc. All rights reserved. USA. WW /12

Overview Herbalife International of America, Inc. All rights reserved. USA. WW /12 Overview 2012 Herbalife International of America, Inc. All rights reserved. USA. WW11566 01/12 Why BizWorks, Why Now? Communicate easily and effectively with your downline Recognize, encourage and motivate

More information

ORACLE UTILITIES OPOWER PROFESSIONAL SERVICES DESCRIPTIONS

ORACLE UTILITIES OPOWER PROFESSIONAL SERVICES DESCRIPTIONS ORACLE UTILITIES OPOWER PROFESSIONAL SERVICES DESCRIPTIONS Oracle Utilities Opower Service Bundle Fees...3 Oracle Utilities Opower Basic Service Bundle Fee... 3 Oracle Utilities Opower Standard Service

More information

Hewlett Packard Enterprise Company Public Sector - Federal

Hewlett Packard Enterprise Company Public Sector - Federal Hewlett Packard Enterprise Company Public Sector - Federal Federal Partner Ready Agent Rules of Engagement FY18 Updated 1/1/18 1 The following document is provided as a guide for Hewlett Packard Enterprise

More information

New Products & Innovation

New Products & Innovation New Products & Innovation MTAC May 20, 2015 Gary Reblin V.P., New Products & Innovation 1 2015 Promotion Calendar As of: 5/7/15 JAN FEB - MARCH APRIL MAY - JUNE JULY AUG - SEPT OCT NOV - DEC FIRST-CLASS

More information

BT Assure Cloud Identity Annex to the General Service Schedule

BT Assure Cloud Identity Annex to the General Service Schedule 1 Defined Terms The following definitions apply, in addition to those in the General Terms and Conditions and the General Service Schedule of the Agreement. Administrator means a Customer-authorised person

More information

TERMS AND CONDITIONS

TERMS AND CONDITIONS TERMS AND CONDITIONS 1.0 Definitions A. Help Me means a brand name owned by Talksure Trading (Pty) Ltd (Registration No. 2010/013902/07); a specialist insurance and Value added product (VAP) call centre

More information