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Broker News | December 2014 | Vol. 9 No. 13
Broker News | December 2014 | Vol. 9 No. 13

New Form and Tracking Process for Membership and Billing Inquiries 

Effective December 19, 2014, we are launching a new Membership Contact Form for sending inquiries from our website to Membership and Billing.  The purpose of this new form is to streamline your inquiries by sending them directly into a database where they can be easily tracked, assigned and managed until completed. 

 As a reminder, the form can be accessed in the Contact Us tab by selecting By Email from the options on the left. 

Accessing the Form

Accessing the new form will not change, but there will no longer be links to our mailboxes on the Web. If you currently use these mailboxes through the Web and/or by emailing Membership and Billing directly, the revised Membership Contact Us form will be a more efficient and accurate way to submit Membership and Billing inquires.

New: Tracking System and Notifications

You will now be notified when your inquiry is received, assigned and completed.  When the inquiry is assigned, you will be provided with a tracking number to use when checking status of your inquiry. 

Please Note: If your inquiry does not contain the necessary information for us to successfully respond, you will receive an automated email from the database indicating that your inquiry was closed and the reason why.  In this situation, another request must be submitted with the corrected/additional information.  Please do not respond to the automated email, as we will not be monitoring any responses. 

It is our hope that these changes will ensure a positive customer experience, by keeping you informed of the status of your inquiry,  reducing the need for additional follow up, and helping you to serve our mutual clients.

As always, thank you for your continued partnership. Please contact your account consultant with any questions.

View new Contact Us web page and select Membership Support to view the new Membership and Billing Contact form. 


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