Preparing for the transition:
As a Primary Contact, we will need you to complete a few actions prior to the launch of our new systems. This is required to ensure that any membership changes and invoicing processes are completed in time to enable everything to be transferred seamlessly to the new systems. Don’t worry – we’ll send you clear, step-by-step instructions in the coming weeks, giving you notice of when things need to be finalised.
Once launched, you will manage your scheme(s) and securely share any sensitive data, following the new processes in our new Customer Portal. We will provide how-to guides and videos to help you familiarise yourself with the new processes soon.
We encourage you to share these updates on our new systems and processes with your team.
If you’ve got any questions, please contact your Account Manager.
Thank you for taking this exciting step forward with us!
If there is anyone else in your organisation that would benefit from updates, please ask them to complete this short form and we’ll add them to the distribution list.
