Part 4 Setting up the Client for New Business

New Business Client Setup: https://youtu.be/bBJdQ_pWeyg 

Loading New Business (document attached)

Generating Mail Related Docs (document Attached)

• In this section you will be reviewing:
•  Loading New Business – An Overview
•  Understanding Standard Account Information
• Storing Non-Standard Account Information
• Setting Up Your Clients
• Contacting Your Consumers (IDL and Automated Calls)
• Assigning Accounts to Collectors
• Setting Up Client Fees
• Creating Business Rules To Link Multiple Accounts For A Consumer
• Adding To Descriptive Information To Accounts When They Are Loaded
• Organizing The Accounts To Be Worked
• Using different methods of loading accounts

And

• Creating and sending  emails.