Your New Client Portal – Frequently Asked Questions
If you have questions, please contact your Kinum sales agent or Client Services at 888-471-0280, option 4
No. You may use any browser that you feel comfortable with. Please understand with different browsers, you may need to adjust your settings on your computer so that all the information fits on the screen.
Temporarily you will be manually notified by email when your accounts are getting ready to transfer into Step 3. Once the migration is completed you will be automatically notified by email that you have accounts pending transfer.
Reports are not available online yet. For now if you need a status report, please email us at email@example.com.
I was able to see my accounts that were in Step 3 previously, where did they go and why can I no longer have access to that information?
Your accounts are still being worked diligently on another platform and we hope to migrate Step 3 accounts onto the new platform by April 15th. In the meantime, if you need a status report of the accounts that are in step 3, please ask Client Services at 888-471-0280 option 4.
In the near future, this information will be available on the portal in real time. Please send us an email if you need to know how many accounts you have left.
Accounts that were suspended in the old system, will come over in a Paused status. This will provide you with an opportunity to inform us if you would like us to keep the account paused, start the series over, or assign the account to step 3.
- A Customer received their2nd contact in Step 1. You can start the process over or more then to Step 2.
- A Customer received their 4th demand in Step 2. You can start the process over or move them to Step 3,
- You suspended the account. You can allow it to remain in that status or start the process over.
- New demands in color
- A 5th demand in most series
- More enhanced views
- User friendly reports
- Better portal navigation
With the conversion, accounts that were not completed will be getting the entire letter series at no extra cost. With these enhancements, this should translate into more money for you! While we know sometimes people can be a little apprehensive to change, we are committed to keeping inconveniences that you may incur to a minimum and we will always be here if you need anything or have any questions.