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The Concierge Unit is a resource group that is on-hand to help CPAs get answers and resolve issues. The Concierge Unit is your single point of contact to help you gain access throughout the organization and who will serve as your personal advocates trained to resolve your business issues. With a wide variety of skills and over 100 years of collective experience in customer service, insurance and securities, this team of professionals is dedicated to providing you with exceptional service.
Your own personal resource advocates:
When you call the Concierge Unit, you will be speaking with individuals who have extensive knowledge in securities, underwriting, business processing, product, technical support and marketing integration and who are focused on the success of your practice. These individuals will become involved, on your behalf, with any issue that needs to be resolved by utilizing all if its relationships, resources and technical tools available to resolve these issues quickly.
When to call the Concierge Unit:
Call the Concierge Unit when you do not know who to call -- when you have trouble resolving issues utilizing normal channels, when you require direction, case advocacy or just some special attention.
Call the Concierge Unit when you want to talk to someone who will be eager to help and responsive to your business needs.
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