Here are five ways that your customer success specialist (“CSS”) makes certain you get the most from your partnership with Insperity.
- Continuously building strong relationships
Your CSS reaches out (via phone and/or email) to you throughout the year to learn more about you and your business in order to:- Build trust. We want to know your business, and we want you to know Insperity. We recognize the importance of maintaining solid partnerships over time.
- Address current challenges. No matter your experiences, your CSS wants to understand what challenges your company is going through in order to help assist you in eliminating roadblocks.
- Ensure system satisfaction. One of your CSS’s primary goals is making sure you are satisfied and getting the most value from iSolved® HCM and any other systems you use with Insperity.
- Identify changes. Your CSS wants to understand past, current and potential changes within your organization to be able to share the best possible recommendations for your business success.
- Advocating for you
Your CSS is your business advocate and your voice with other groups and departments within Insperity, from process improvement to the selection of appropriate subject matter experts for product training or education.
- Easing transitions
We recognize that change isn’t easy, especially when it involves a new point of contact, such as your payroll or benefits specialist. Your CSS proactively schedules a meeting with any new specialists to provide details about your business to make the transition successful.
- Contracts, billing and renewals
Your CSS provides assistance with questions about your contract, billing statements and upcoming renewals. The CSS can also help with questions about FEIN changes, mergers and acquisitions, contract changes and new product inquiries. The CSS’s goal is to support you in making the best decisions for your business.
- Client escalations
Your CSS provides assistance when unforeseen issues and escalations arise. The CSS works closely with our internal teams (i.e. payroll support, benefits administration) to ensure a resolution as quickly as possible.
We’d love to hear from you. Don’t hesitate to reach out today should you have questions regarding the information above or about any of Insperity’s products and services.
You can find your CSS’s contact information in iSolved by navigating to CLIENT MANAGEMENT >> Client Landing Page >> MY ACCOUNT REPS, as referenced in the screenshots provided below.

