NEW CLIENT PROCESS
Onboard Process:
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Introduction to i-DOCS and Demo
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Completion of all relevant documentation
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QA process by Legal Adviser to ensure all documents are fully completed
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i-DOCS support team to create DC instance and email users log in details
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Training and Implementation to be confirmed with DC by Training Manager
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i-DOCS instance will not be activated until
Documentation to be Completed:
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Master SLA
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Debit Order Instruction Document
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New DC Application Form
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Compuscaninformation document
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DC Information Contact and Instruction List
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Insurance Broker Agreement
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Copy of ID’s
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Copy of Highest Qualification Certificate
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Completed Documentation to be emailed to support@intelento.co.za
Training:
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Key Accounts and New Business Managers will facilitate on site training with all relevant staff within DC business to ensure full i-DOCS system and processes are understood
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Insurance Training and process will also be implemented and training conducted
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Follow up training sessions will be done by Key Accounts Managers to ensure all DC staff are up to date on system updates and changes
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Key Accounts and New Business Managers will be first point of contact if DC requires any assistance or information
IMPORTANT NOTICE:
i-DOCS instances will only be activated when alldocuments have been signed, Compuscancode has been allocated and relevant information has been checked by Intelento.