Spotlight: The On-Boarding Desk
This innovative Client Services desk is responsible for all new Dealer sign-ups. Dedicated Client Services personnel quickly input the Dealer sign-up and perform the following within 24 hours:
- Request the Dealer 's Policy from the Underwriter
- Reach out to the Dealer with a Program Launch Kit
- Confirm the new Dealer account with the Agent
The On-Boarding Desk holds the Dealer's hand for the first 90 days ensuring a succesful program launch.
Learn more about the Wise Dealer On-Boarding Desk.