Assent (Service Agreement) App
Why Assent App?
- Quickly and easily setup Clients to administer Service Agreements
- Automatic notifications
- Bulk processing
- Client portal for deliver and opt-in and out
- Auto tracking of evidence points
- Works on Xeppo so leverages your connected systems
- Ideal for those with CRM which doesn't connect seamlessly to revenue
- Power BI template to actively monitor and act on key alerts
Key Risk Indicator Summary
Easily view and action
Easily monitor and view all Service Agreement clients and status.
- Setup fee $2000 (ex GST)
- Migration / setup of Agreement and Opt-in dates (from XPLAN)
- Configuration of fee categories
- Tailoring of FFS and Opt-in letter templates
- Introductory Admin training
- Installation of Assent Power BI App template (requires Power BI Pro license)
- User training
- Monthly fee $195 (ex GST)
- Application licensing and ongoing maintenance
- includes changes to meet expected changes to annual service obligations (2021)
App provided by Opex Consulting Pty Ltd.