Streamlining the Onboarding Process

Mastering the onboarding flow is the ultimate cheat code for avoiding admin nightmares. Start by verifying

the CRM lead details before grabbing that MAC approval and referral code. When quoting,

check their pension status, and seriously, stay on the phone while they sign

the agreement so you aren't chasing them later. Once they're in AlayaCare,

knock out the compliance forms and set up the funding episode with the correct AMPS and NAPS IDs.

Wrap it up by assigning the handover tasks to the roster team, and you’ve successfully moved them to the

first service stage without breaking a sweat.