STRATACARE
Client Advocacy
How we support you
We built an industry-leading support team with specialized resources to closely support your solutions during and after implementation. We augment your team to save you time and prevent errors. And when issues arise, we quickly resolve them.
StrataCARE steps
Project Oversight
Proper planning creates happy projects. It’s that simple.
Deliverables:
Clear expectations
Project management
Vendor accountability
After Action Review
After implementation we assess our results.
Did things go as planned?
Areas for improvement?
Are you, the client, happy?
Total saving realized?
Performance improvements gained?
Deliverables:
Milestone reconciliation
Executive brief
Account Management
Your team needs ongoing proactive expert support. You want Advisors to solve issues before they become problems.
Deliverables:
Billing support and issue resolution
MACDs (Moves, Additions, Changes, and Disconnects)
Access to our Brokered Inventory Tool
Escalation support
