Partner Onboarding Step by step - Ancileo

Handoff to Ancileo’s operations department

After we determine project scope, we hand off to three key contact points:

  • Dedicated Project Manager
  • Business Analyst
  • Technical Lead

 Agile Methodology for Delivery

 Inputs flow from your end users,

team and executives to our dedicated project manager and tech leadership using the Agile methodology to diagnose needs and deliver results.

Regular Project Updates

We communicate on a weekly basis

and as needed to ensure follow-up and accurate communication of the implementation process

The importance of onboarding

Great onboarding requires experience.

Our team is committed to understanding scope and effectively communicating from handoff to your first policy sold.