We are excited to welcome you as a partner and appreciate your trust in Zorro for your benefit administration needs. After signing your service agreement, your dedicated Zorro Partnership Lead, who guided you through understanding Zorro’s offerings and helped finalize your allowance model, will connect you with the Client Experience Team.
Your primary point of contact moving forward will be your Client Experience Lead, who will assist you throughout the implementation process and during your plan year.
Next steps
You will receive a welcome email from your Client Experience Lead, outlining the following steps:
Schedule a meeting: Book a time with your Client Experience Lead to review the implementation timeline and key milestones.
Account setup: Establish and fund your Zorro Pay financial account.
Immediate action: Complete any required steps if your Plan Year Start Date is approaching soon.
If you have any questions or need assistance, feel free to reach out to the Zorro team at [email protected] or utilize the AI-based chatbot on the platform.
We look forward to a successful partnership!