Arise Focus on Customer Success Infosession Notes

Presenter – Robert Padron 9.18.19

Programs with $500 Service Incentives 

Intuit Turbo Tax 

Carnival 

Comcast 

How do I know the right opportunity for for me/my agent? 

• Understand Core reason you joined? 
  • Flexibility? 
  • Revenue? 

Compare opportunities to find our which one aligns for your agent 

Seasonal Clients and Transitioning.  

Top performing agents can move directly to Quickbooks post season 

Turbotax: 1000 opportunities will become available April 19th of agents that want to transition from Turbo Tax to Quickbooks 

ConnectPro 

Arise is working to create more opportunities for agents to seamless move from one client opportunity to another. 

More info coming at the end of October 

Why did the background check fee return? 

The background check fee was brought back due to imposters coming in through the system and created security risks. Arise has no intention on removing the background fee again. 

If your business already has a background check that is similar to Arise, please contact Arise to find out how to make the background process fluid 

2019-2020  Plans 

• Drive improvement on service partner experience 

• Arise Starmatic App (6 upcoming releases) will address current issues 
  • Scheduling expanding 
  • Scrolling Issues 
  • Replicate the Arise portal online experience: Agents will have the ability to do everything on the app that is done on the Arise Portal, except service the client. 
• Arise is transitioning all Arise client out of Citrix to an Arise environment for a smoother experience and to allow agents to work seamlessly