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Client Setup Wizard
Instructions to obtain Client Code:
Phoenix National Service, Inc. provides a customized collection solution for each client that it processes accounts for. We offer a wide variety of account receivable management solutions that is based on the proprietary software 'The Collection Advantage'. This software allows us to provide exceptional service to you the client and makes the processing differences invisible to our collection staff. This allows better service and collection rates based on your company’s needs. The information that you will be providing on the next few screens will be used to tailor your processing within the software. In addition, it will allow us to create a proposal/contract with the products and services that you desire. This client setup wizard will take you this information gathering session in a user friendly manner and will speed the approval process. Each panel had concise instructions when needed and is programmed so that Google's Autofille and Microsoft's FormFill can be used to fill in personal information. After this process is complete a proposal/contract will be mailed to you and an activation link when the approval is complete on your end so you may assign accounts immediately. Below are more detailed instructions if they are desired........Phoenix National Service, Inc
Detailed Instructions for Setup Wizard