TWIC Procedures
- Tiffany Rapp
A Client/Customer goes to http://www.twiccard.com and will go to ORDER NOW (This will taking them to the 'Ordering' Tab) if they don't just go directly to that tab itself.
On the page they can click on the below
This is the form. This form inputs the information and flows directly to Salesforce where an alert is generated for Wally/Tom to reach out to the customer to work on getting an agreement signed and collecting the Due Diligence.
Per Anna has agreed that NR 6 month reward can be the product
Once the sales cycle is complete and the sale is Ready for Implementation the alert will go to the team like it does today (Abby and Debbie). This then can be assigned out like the normal FastTrack.
TWIC Closed Deals email from Salesforce will go to Abby, Mallory, Tiffany, Ashley. Tiffany will be responsible for assigning out to work (will be Tiffany for now to assign out and work).
Entire team will be trained on process in event that Tiffany is out and/or process is transitioned.
Ready to Implement
Utilize the Onboarding 101 Checklist to do the implementation process. Ensure you are doing this step FIRST
Add Client ID to FISXNET
Add Customer DD to PartnerPass (Pathward Third Party Application)
Due Diligence information from the contract in Salesforce will contain the information needed to complete, if anything is missing you will work with the sales person to get information needed from the customer.
Add Customer Information to Dash Portal
Implementation Manager to reach out to client to place order
Obtaining CC info over the phone.
Input CC information into the portal Credit Card Order > Order and Fund Card
Who is ordering the card? - Implementation Manager
Implementation Manager to make a note to come back to portal in 2 days and confirm the VFA load
Confirm the VFA is loaded with the Credit Card Funds, if so place order and ship to client.
Notes:
For XNET set up please note the hierarchy:
(L1) Prepaid Technologies Inc, 664682
(L2) MetaBank Rewards NR, 681287
Clients are set up here under at Level 4
For Portal set up please note the following:
Set up under TWIC REWARDS
*Product Type:
NR Rewards
*Product Selection:
Visa- Blue Geo NR Reward - 6 month
*Set Up a Virtual Funding Account
*Subprogram Id - 103596
***In the initial Set Up of the client make sure that you choose set up: Allow Client to order/Load at one time