It's the next step, the onboarding and implementation ... your client and its new carrier to learn about each other, understand processes, and — most importantly — help your client's ...

With client onboarding now partly or entirely virtual ... Even if your team does video introductions, consider sending an organizational chart introducing each team member with their title ...

Historically, client onboarding at most travel ... and hassle-free implementation experience. This ensures an organization's travelers can quickly begin harnessing the benefits of a managed ...

However, a gap remains between purchasing and implementation ... many technology companies still view client onboarding as a short-term, transitional phase or even as a "loss leader"—a necessary ...

By uniting Client Success, Implementation & Professional Services, and Client Support under one umbrella, the organization fosters seamless collaboration, agility, and a client-centric approach.