Member Services Department - Standard Operating Procedures (SOP)

Purpose

The purpose of this SOP section is to provide consistent, detailed, department-specific instructions on how to carry out routine activities that will effectively assist the Member Services Department to render services, respond appropriately in a variety of possible scenarios, and in a timely fashion.

While this SOP Playbook does not answer every question or possible scenario that may occur, it maintains a level of standardization. AdvisoryCloud expects to revise and update this SOP Playbook from time to time. AdvisoryCloud will advise employees of any changes or additions or deletions in the procedures covered in this SOP Playbook by circulating such changes or additions or deletions either in writing or electronically.

The SOP Manual standardizes step by step the standard operating procedures the Member Services team should follow. If you have any questions or require further assistance, please contact your respective Member Services Director, Marla Williams.

Terms

The language and acronyms used in this SOP Playbook are specific to AdvisoryCloud. It is important for employees to familiarize themselves with these terms and be familiar with the content of this SOP Playbook.

Disclaimer

The information contained in these documents is confidential, privileged and only for the information of the intended recipient(s) and may not be used, published or redistributed without the prior written consent of AdvisoryCloud Inc.