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Tutorials & Templates

When any of us have a technical issue or a quick question, it's often faster, easier, and even preferred it we can help ourselves. Self-service solutions give our staff and customers what they need to solve their own problems which creates a better customer experience. Empowering our staff and advisors to be self-sufficient with general business engagements also helps reduce the amount of support needs and service requests our staff receives or has to redirect to other team members. Having these resources available empowers each employee to advise on matters that would normally be outside of their range or expertise.

Email Templates:

Welcome to Vanbridge
Hello Valued Advisor,
Thank you for your partnership with Vanbridge. We at Vanbridge base our success on the excellent value added service we provide. We look forward to working with you and hope that we have the opportunity to enhance your practice. At your convenience, please take a look at the welcome package in the link below. It will give you an overview of how we can work together. In the meantime, if there is anything else that we can do to help, please don’t hesitate to email or give us a call. Thank you
Welcome to Vive
The term application process is now done electronically. If you don’t have a username and password to our website, you’ll need to create one at the link below where you’ll be given immediate access. Click below to access Vive and complete the one-time registration page. Once that is finished, you’ll be able to begin the term e-application process. Please note that Vive is only available with the Google Chrome web browser. Attached is an overview of the entry process and the information that will need to be provided.



Tutorials:
Guides:

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