@ClientServices - PowerPoint PPT Presentation

Lucy
@clientservices l.
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  1. @ClientServices A Portal of Detail

  2. Access = Information • Accessible Anywhere • Password Protected • Secure Website • No Proprietary Software • Available 24/7 • Easy to Use • Real time Information • Complete Disclosure

  3. Information is Power @ Client Services is an enhanced, web-based remote access service that offers you a secure, unfiltered connection to your accounts. With this innovative feature you can: • Inquire by name, SSI#, client #, etc. • Review account history • Create an account action summary • Retrieve client specific a/r info • View client statistics • Send account information • Submit direct payments • Contact Windham directly • Have the answers when you need them!!

  4. 1234 - CLIENT NAME @ClientServices

  5. 1234 - CLIENT NAME 1234 - CLIENT NAME Capable of tracking multiple client numbers with easily accessible drop down menu. View your different types of accounts/product a/r with only one login.

  6. 1234 - CLIENT NAME Inquire about any account easily from the main menu.

  7. Easily search for your accounts with the most convenient criteria of your choice.

  8. Review the entire account history in real-time access of actual notes entered by our team of professionals.

  9. Review the history you want to see by adjusting the date range and whether the notes are displayed in ascending or descending order.

  10. Scroll through the history to review collector notes, private eye reports, skip tracing efforts, and asset search results.

  11. Got something important to add? One click and you can leave your own comments directly in the account history for the account manager’s review.

  12. Customer called and claims check is on the way. Hold for 5 days and call us to confirm receipt.

  13. 1234 - CLIENT NAME Real-time statistical data is easily accessible from the main menu.

  14. 1234 - CLIENT NAME See detailed results that are always current and include recent history as well as the last two years for performance comparison.

  15. 1234 - CLIENT NAME A statistical overview is also available.

  16. 1234 - CLIENT NAME See MTD, YTD and TD figures including our performance ratio. It is a real-time report card that is always available.

  17. 1234 - CLIENT NAME You can also choose graphical illustrations of the data.

  18. 1234 - CLIENT NAME

  19. 1234 - CLIENT NAME

  20. 1234 - CLIENT NAME File transfer capabilities for listing batches of accounts is available from the main menu.

  21. C:\Intuit Files\Windham_Assgmnts_070 Choose the file and securely send it directly to our account placement team for fast and accurate referrals with the click of a mouse.

  22. 1234 - CLIENT NAME Our client service team is always ready to help you with your needs and they are only a click away.

  23. 1234 - CLIENT NAME Please close J Doe Excavating. The customer has filed bankruptcy and no assets are available for unsecured claims.

  24. Access Advantages • Real-time Information 24/7 • Customer calls in • Boss wants update • Auditing collection partner • Full Disclosure • No secrets • Accurate analysis • Maximum info, lowest risk

  25. Thank you www.windhampros.com

  26. Windham Professionals, Inc. Business Development Team Patrick Hamilton Senior Vice President Greg Stepp Regional Vice President Michael Magarrell Regional Vice President John O’Sullivan Regional Vice President Stan Bastek Account Executive …a constant drive for excellence.