Provide your new clients with a very professional and easy to complete package to move their account(s) over to you.

Your staff will thank you. No coming in on weekends and getting behind on their daily responsibilities.

• BTS prepares the announcement letters.
  
  
• BTS prepares the ACAT and new account card. We will highlight where the client should sign.
  
  
• BTS will enclose letter(s), ACAT & additional forms you would like in an addressed envelope, special personalized sticker and a return postage paid envelope.
  
  
• BTS will send you a follow up booklet that has all your accounts listed in alphabetical order by household. We will also send you a disk with all the names.
  
  
• You can feel comfortable knowing your account information is kept confidential.