What do we do on our side to get you loaded into the system as efficiently as possible? The checklist ensures that we have your data entered correctly and that you feel confident and trained when initializing your relationship with us at Ringmaster Technologies.
Customer Preparation
| ⌧ | Have you sent the new customer implementation spreadsheet? |
| ⌧ | Have you sent a sample RFP cover sheet? |
| ⌧ | Have you sent pricing details to ensure the billing tables are configured correctly? |
| ⌧ | Do you want to use a custom proposal? If so, have you sent a copy of it? |
| ⌧ | Have you scheduled with your carrier/MGU partners to get them loaded on the system as well? |
| ⌧ | If your carrier/MGU partners already exist in our system, do you want to add to the existing organization or create a new one? |
Performing the Implementation
| ⌧ | We create your RFP form |
| ⌧ | We create your response form |
| ⌧ | We create your organization |
| ⌧ | We create your users |
| ⌧ | We add all user's to your organization |
| ⌧ | We create your accounts/groups, if provided |
| ⌧ | We create your partner organizations (MGUs and carriers) |
| ⌧ | We create your partner users and add them to the proper organization |
Finalizing the Process
| ⌧ | We will update your sales force with group counts (if provided) and the adjudication platform they use |
| ⌧ | Scheduled training and onboarding meeting |
| ⌧ | Remove any implementation users created from the customer organization |
| ⌧ | Obtain signature that implementation is complete |
| ⌧ | One week after training to check the stats and ensure proper adoption rates |
| ⌧ | Weekly check-ins throughout the first 30 days of implementation |
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