Features Enabling

Front Line, Call Centers, Back Office, and Website

Oftentimes it is understated just how complicated member management can be. We have the tools to enable your organization to provide stellar service to your members while keeping current with your business objectives. Our browser-based application can not only help you streamline your operations, but also help you manage the ongoing conversation your organization is having with your members. Knowing your members through the interactions they have with you, can help you be more relevant and build lifetime members. We can show you how.

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Membership Processing

Front Line

Do you operate a storefront?  Do you need the ability to have member information available to your POS or other business lines' operational systems, such as insurance, financial services, travel, roadside, etc.? We have tackled that successfully for our customers and can do the same for you.

Back Office

Are you inundated with inbound postal mail, lockbox bank files, and the like? Do you have back-office employees handling large volumes of time-critical pieces that require immediate processing to ensure cash flow and revenue recognition targets are met. We can help! We have the features and the experience. 

Call Centers

Do you have a call center that can get overwhelmed during peak times while still needing to service your members quickly and precisely? Do you feel that you leverage your core membership system and the member data you already have to deepen your member relationships? We can show you how to utilize this time to increase both your wallet share and retention.


Your members want the ability to manage their memberships online. This goes beyond the standard join and renew process. We have a full suite of web-services to enable your members while reducing your costs. Everyone wins!

Features, Features, Features

The complexities of managing even basic memberships can cripple an organization. Our products are designed to enable your organization to better serve your members. A more efficient organization with the appropriate tools can greatly lower costs while driving up member satisfaction. Our application suite enables you to quickly and decisively accomplish membership transactions, such as:

  • Manage Members
  • Manage Donations
  • Manage Coverage Levels
  • Add/Upgrade Members
  • Reinstate Lapsed Members
  • Switch Primary
  • Transfer Members
  • Extend/Move Expiration
  • Recalculate Dues
  • Manage Sales Agents
  • Manage Renewal Methods
  • Refunds Processing
  • Process Payments
  • Review Payment Detail
  • Review Journal Entries
  • Review Earned/Unearned Dues
  • Cancel/Transfer Payment
  • Adjust Balance
  • Manage/Edit Comments and/or Open Items
  • Manage Group and Donor Information
  • Review Credential History
  • Request Credentials
  • Mail/eMail Temp Credentials
  • Manage Website Member Logins
  • Review Bills
  • Request Bills
  • Manage Contacts
  • Manage Flex Fields
  • and much, much, more...


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