client onboarding process

What To Expect During Our Client Onboarding Lunch & Learn

While the benefits of the Internet have helped expedite procedures and streamline what used to be tedious processes, the negative aspect has been the loss of face-to-face interactions. To counter this, our client onboarding Lunch & Learn is meant to provide incoming clients with a chance to get to know who we are, and vice versa. Here is everything else you need to know about step 4 of 5 of our Onboarding Process: the Client Onboarding Lunch & Learn.

Get To Know Our Onboarding Tools

Atlantic Health Soluntions’ onboarding process is quite simple (for our clients) and is usually comprised of 5 quick steps. This week we’re going to be diving into the third step: Onboarding Tools! Here’s everything you need to know about step 3 out of 5: Onboarding Tools — what they are and where to find them.


Get To Know Our Onboarding Form And Where To Find It

Every week for the past two weeks we’ve been covering what that process looks like overall, and from each particular step. We hope that by deconstructing each step, we can show just how much upfront value we offer our clients during the onboarding process, while also making it as easy and simple for them as possible. This week, we’re deconstructing step 2 of 5: our Client Onboarding Details Form - or, simply put, the Onboarding Form.