The state partner experience: We view our relationship with state and investment partners as a collaborative endeavor with the same ultimate goal - to develop or expand a plan that helps families save for college. Our partners bring an understanding of their constituents demographics and needs to the relationship; we bring our expertise in 529 plan administration and marketing. A dedicated Relationship Manager provides a single point of contact for a plan, backed by the full resources of our organization.
The participant experience: Clients expect quick, accurate responses to their questions. Upromise Investments' integrated approach - in which customers and service personnel use the same real-time, web-based platform - helps ensure a superior and efficient customer experience.
The Client Service team provides full-service telephone and email support to 529 plan participants. This dedicated team of professionals is available to field client questions, requests, and to help guide them through the details of each plan. Unite allows Client Service Representatives to view the same screen as the participant. We have found that mirroring the participant and client service experience helps create a more personal, error-free, and faster service experience for the participant.
Unite Service: The platform's dedicated module for processing and servicing all account information allows easy account servicing. With Unite Service and a highly trained team of Client Service Representatives, results are fast and accurate.
Best in class transaction processing and back-office service: To process participant paper-based requests, we use a data entry process that helps to ensure the highest level of quality through back-office operations. Upromise Investments is able to achieve quality across transaction types that is consistently above industry standards. We are a member of the National Quality Review, an independent monitor of client service performance measurement and quality assessment.
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