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@ClientServices A Portal of Detail Access = Information Accessible Anywhere Password Protected Secure Website No Proprietary Software Available 24/7 Easy to Use Real time Information Complete Disclosure Information is Power

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Presentation Transcript
@clientservices

@ClientServices

A Portal of Detail

access information
Access = Information
  • Accessible Anywhere
  • Password Protected
  • Secure Website
  • No Proprietary Software
  • Available 24/7
  • Easy to Use
  • Real time Information
  • Complete Disclosure
information is power
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!!
slide4

1234 - CLIENT NAME

@ClientServices

slide5

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.

slide6

1234 - CLIENT NAME

Inquire about any account easily from the main menu.

slide8

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

slide9

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

slide10

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

slide11

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.

slide13

1234 - CLIENT NAME

Real-time statistical data is easily accessible from the main menu.

slide14

1234 - CLIENT NAME

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

slide15

1234 - CLIENT NAME

A statistical overview is also available.

slide16

1234 - CLIENT NAME

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

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1234 - CLIENT NAME

You can also choose graphical illustrations of the data.

slide20

1234 - CLIENT NAME

File transfer capabilities for listing batches of accounts is available from the main menu.

slide21

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.

slide22

1234 - CLIENT NAME

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

slide23

1234 - CLIENT NAME

Please close J Doe Excavating. The customer has filed bankruptcy and no assets are available for unsecured claims.

access advantages
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
slide25

Thank you

www.windhampros.com

slide26

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.