Powerful, cost-effective payment technology for every processing need

Prelude provides solutions for every payment-processing situation. To help you figure out the best solution for your company, we’ve put together the following survey. Based on your answers, we’ll direct you to a page describing the services that best fit your needs.

In what industry does your company operate?

Do you have multiple systems, companies, or bank accounts from which you issue payments?

Yes

Are your remittance advice and/or EOBs complicated?

Yes

What security measures do you have in place for checks? (check all that apply)

	Positive Pay.
	Authorized personnel cannot issue checks over a certain amount.
	A reporting/notification system that triggers emails summarizing payment activity and exception items.
	Other

Are you currently in compliance with OFAC regulations?

	Yes, we scan our payments against the OFAC lists.
	No, we don’t scan our payments but would like to.
	No, we don’t think the Patriot Act applies to us.

Do you have agents, adjusters, or appraisers issuing payments in the field?

Yes

How do you get payment and claim data from the field/remote offices to your claim and finance operations?

	Manually key payment data from the field.
	Mail copies of checks to branch or home office and support staff enter data manually.
	We have a process that automatically posts field data to the claim and/or finance systems.
	We don’t process field payments now, but we would like to.
	We don’t process payments in the field or at remote offices.

Is your company expanding its customer base, geographical presence, or product line? (check all that apply)

	Yes, we are moving into new states.
	Yes, we are adding new products.
	Yes, we are aggressively growing market share.
	No, we are holding steady.

Do you plan to add any of the following systems? (if yes, check all that apply)

	New claim system
	New accounts payable system
	Other new system