Enablement Services

Investing in a new solution doesn’t have to be intimidating. Here at Apto, we are with you every step of the way—from the moment you sign your contract until you are fully up and running, and beyond. Below is an overview of what is included with your Apto subscription.

Basic/Pro

Broker Enablement Services (1 license)

  • License Provisioning
  • User Setup
  • Basic Security Settings
  • Apto University Learning Plan
  • Customer Care Support

Pro Only

Team Enablement Services (2-4 Licenses)

  • Broker Enablement Services
  • Assigned Enablement Specialist
  • Onboarding Kickoff
  • Data Review
  • Workflow Discussion

 

* 5+ Licenses will also receive business workflow discussion & Customer Service Manager handoff

 

Enablement Services Timeline

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Enablement Services: Receive your first call within 24 hours of buying Apto to confirm receipt of login information. We will also help you with the next steps of your onboarding journey at that time.

 

Data Services: For standard data migration services, Apto will complete data migrations within two weeks from the moment your data is received by our team.

 

Customer Care: Receive a response within 24 hours of submitting a ticket.

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