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It was a life saver for me as I transitioned my insurance business. It looks so much more professional to import supplemental applications and forms and complete them with a keyboard. In the past, I did them by hand even though I worked for one of the largest insurance agencies in the country. In the past, I was unaware of your product, or I would have bought it myself to use.
2015-08-17
In my opinion this application is very powerful, however not so intuitive, and I had to spend an inordinate amount of time in chat with technical support personnel. I would be happy to explain further.
2016-12-29
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2018-03-07
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2018-06-21
I am happy with how to fill out the health claim form template. It is user-friendly and reliable. It is a little slow to open documents and I waste some time looking for the right one. I don't like the organization system and I haven't figured out Templates. I am not looking for a practice management system so I like buying only what I need. Overall, I like the app and I paid for a year subscription.
2019-03-06
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2019-06-09
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2019-01-29
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2018-07-30
Error in my ways!
I was unaware that I had used the service in the past which voided out my free trail. I then subscribed again and was instantly billed for a full year. When I realized my mistake, I reached out via instant message to the support staff. The service was stellar at best. They assisted me promptly and corrected my dispute which was impressive to say the least and speaks to the integrity of this service.
2023-08-03
Unify Payment Notification Feature
The Unify Payment Notification feature streamlines your payment processes and enhances communication regarding transactions. It ensures that you stay updated on every important payment action, making your payment management effortless.
Key Features of Unify Payment Notification
Real-time payment alerts for successful transactions
Customizable notifications to fit your needs
Support for various payment methods and channels
Detailed transaction summaries for easy tracking
Secure delivery of notifications to ensure data protection
Potential Use Cases and Benefits
Manage your cash flow more effectively with timely notifications
Enhance customer experience by keeping clients informed of their payments
Reduce administrative workload by automating notification processes
Quickly address any payment issues or disputes with complete visibility
Integrate seamlessly with your existing financial systems for holistic management
This feature can solve your payment tracking challenges. You will no longer miss vital updates about your transactions. By using real-time notifications, you can make informed decisions quickly. This advanced communication tool ensures you are always in control, allowing you to focus on growing your business.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
What is my unify member number?
Your Checking Account number is an 11- to 13-digit number positioned to the right of our routing transit number. If you need your Savings Account number, simply use your member number, which you can find on your monthly statement.
How do I join Unify Credit Union?
Social Security or Tax Identification number.
Current government-issued photo ID, State ID or driver's license.
Fund your new UNIFY account, you'll need to provide a bank routing account number, or a valid credit card or debit card.
You must be a US citizen or permanent US resident to apply1.
Is unify a good credit union?
Overall, Bank rate believes that, as of December 31, 2017, UNIFY FINANCIAL exhibited a generally satisfactory condition, earning 3 out of 5 stars for safety and soundness. Here's an analysis of how the credit union faired on the three key criteria Bank rate used to score American credit unions.
Does Unify Credit Union use Belle?
Our electronic services include a suite of online products that allow you to view accounts, pay bills, deposit checks, and transfer money, anytime, anywhere. It's like having a UNIFY Branch on your desktop or mobile device. People, our easy, fast way to send money just like Belle® or Venmo.
Do credit unions offer free checking accounts?
When you add in accounts that can become free via various steps, 98 percent of credit unions offer free checking. That compares with 99 percent of banks that make free checking possible. Credit unions, however, still have the advantage in that the monthly service fees on those accounts are lower.
Does unify have Belle?
It's like having a UNIFY Branch on your desktop or mobile device. People, our easy, fast way to send money just like Belle® or Venmo. You'll find it inside banking. Gas, checks, envelopes, stamps — it adds up!
What banks participate in Belle?
Belle (payment service) Belle is a United States-based digital payments network owned by Early Warning Services, a private financial services company owned by the banks Bank of America, BBT, Capital One, JPMorgan Chase, PNC Bank, US Bank, Citibank and Wells Fargo.
Can you use Belle if your bank isn't listed?
If your bank or credit union is NOT listed, then download the Belle app and enroll your Visa® or MasterCard® debit card.
What banks use Quickly with Belle?
Chase Quickly® with Belle gives you a faster, easier and more convenient way to send money to and receive money from customers at other member banks, such as Bank of America, Wells Fargo and U.S. Bank. For a current list of participating banks, please go to zellepay.com(Opens Overlay).
How do I choose a checking account?
FDIC Insurance Is Important.
Avoid the Fees, Fees, Fees.
Read the Fine Print.
Beware of Bonus Offers and Interest Rate Deals.
Consider Easy Deposit Options.
A Warning About Using Debit Cards.
Don't Jump In Without Doing Research.
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