Electronic Welcome Kit
Goals
- Increased and immediate access to MXMerchant application
- Reduced cost of handling Welcome Kits
- Increased viewability of the Welcome Kit T&C’s and other important information
Current Process
- Upon approval from Underwriting, account is added to a “send Welcome Kit” queue in MXA and the assigned staff works to assemble and mail a welcome kit. Kit is normally sent within 2 weeks of account going live
- Kit costs approximately $6 including staff time to put together and mail
- If address on file is incorrect, kit is returned undeliverable and sent to Client Service to review
- Client Service staff calls owner of account to correct and re-mail Welcome kit
Tom Liney
