The Personal Experience

Your dedicated Transition Relationship Manager will tailor your onboarding experience to be as seamless as possible. We’ll guide you each step of the way, providing personalized support throughout the entire process.


Before your join date:

A detailed “Introduction to Transition” call designed to ensure you understand the steps and your Transition Relationship Manager has a complete understanding of your practice’s unique needs.

  • Receive your own comprehensive “Transition Workbook”
  • One point of contact for all your questions
  • Live, web-based, customized technology trainings for you and your staff
  • Detailed forms training to ensure all your new account paperwork is submitted in good order
  • Pre-review and approval of all advertising such as business cards, letterhead, website, brochures, and social media.
  • Weekly transition calls with your team to address any questions or concerns

After joining Girard:

  • Priority business processing
  • Daily updates on your account transitions
  • Continuing weekly transition calls with your team to ensure your transition continues smoothly.