Here is the latest on the new developments we’ve added to the eSwitchKit. We didn’t sit on our haunches after the launch; we’ve already made some improvements.
One of the most important portions of the new eSwitchKit is the real-time status checklist that’s created for the member to use throughout the switching process. A major upgrade we’ve just implemented is the ability for the member to re-send switch emails and/or to print switch letters at any time, via their personalized online switching checklist.
For member convenience, we’ve also added an “Already fill a switch kit out?” login area on the first page of the eSwitchKit. Just in case they’ve lost their email with the login link, or can’t access their email, they can still log in and view their checklist to see the status of their switches. We’ve also implemented a password retrieval system in case they don’t have that info handy.
If you are demo’ing the eSwitchKit, then in order to experience the eSwitchKit’s full capability, be sure to input your email address as well as create a username and password. After doing so, you’ll feel the same hand-holding experience your members will be receiving. You’ll get a copy of all of the secure emails, along with the most important email; the email guiding the member to their secure and personalized eSwitchKit checklist. If you’re interested in the eSwitchKit’s full capability, be sure to complete this step. There isn’t another switch kit in the country like it.
Why is the personalized eSwitchKit checklist important?
- In one convenient spot for the member, they have a record of every company that has been informed of the switch, and can check it at any time to see the real-time status of each company that has, or has not, replied to the notification.
- The secure emails sent to companies have specialized replies pre-written within the email that use radio button technology. The vendor selects an answer and that answer is instantly updated on the checklist.
- The member can stay in the know at all times concerning their account switches and they can re-send and re-print the switch emails and letters any time they need to.
- The receiving company can send notes back to the members via the secure emails and the notes will appear in real-time on the checklist.
Click here to demo the eSwitchKit.
We are also extremely pleased to announce that already six credit unions have signed on to the eSwitchKit in less than three weeks. Welcome aboard Pam Griffiths and the Railroad & Industrial FCU team as well as Malinda Warchus and the Electric Service CU team.