Procedure for processing Corporate Partnerships:
New Corporate Partners:
- Signed agreement is received and sent to Sr. Director, Business Development and Sales
- Sr. Director forwards to CR Administrator for processing
- CR Administrator enters account information into AMS system and generates invoice.
- CR Administrator provides introduction email and invoice to assigned Account Manager.
- Account Manager sends welcome and introduction email to account with invoice attached.
- Account manager works with account to make sure they begin to receive all benefits.
- Sr. Director of Business Development and Sales will make an introduction email to the Regional and Chapter leadership for better assimilation into the HBA.
- Account Manager provides midyear and annual reviews of partnership.
Renewing Corporate Partners:
- Signed agreement is received and sent to assigned Account Manager
- Account Manager forwards to CR Administrator for Processing.
- CR administrator will enter renewal into system at appropriate partnership level and generate invoice.
- CR Administrator will send invoice to Account Manager.
- Account Manager will provide company with invoice and begin to work with account in fulfillment of benefits.
- Account Manager provides midyear and annual reviews of partnership.
Should you need additional materials to refer to, please see the current Corporate Partner Packages and Applications
