INTAC would like to share some tidbits of actual letters sent to us by our clients…

Jodie, thank you for such a quick turn-around!

Thanks, Jane

Judy, I just took a look at the client portal. I really like that everything is available there!!!

Thanks, Katie

Christina, Thanks again for all you and the entire INTAC team do for me and our clients!


Great thank you… INTAC is a great organization to work with!


Thanks Charles and Maggie – As always, job well done!


Excellent! Thanks again David (H.) and Richard for the continued fine work on my plans. It makes my future quite bright.

Kind regards, Dr. R.

Bill (V.) – You are awesome!!!! Thank you for your amazing work on the <name withheld> case. I will be looking to refer more business to INTAC for sure.


Danielle, I wanted to take a moment and express my gratitude for your assistance and patience while facilitating withdrawal monies out of my 401K. I am sure I may have been anxious and yes even a “pest”. Throughout you were professional and empathic. You met your commitments and exceeded my expectations. Thank you. I would be remiss not sending you a personal expression of gratitude and I hope this email brings you the emotional lift I got when I checked my account and saw the deposit.

Be well. Gregory

I work with Judy Citer, the portal and Nationwide. Your team is very thorough and informative and ensures that I make my deadlines. Your team is also always available to answer or clarify any questions I may have. Keep up the good work!

- Yvette

Thank you so much for expediting this process for us. This is a very hard situation as it is, but I appreciate INTAC’s professionalism, it is exemplary.

Warm regards, Ceil

Thanks again to everyone. I feel that you all have been able to alleviate much of the concerns that prompted us to leave <name withheld>, as the assistance from everyone at INTAC and Nationwide has been far superior!

Best, David

Charles – I wanted to take a quick minute to thank you for the opportunity to work with your office. I can honestly say it’s really bitter sweet taking on this new opportunity (with Nationwide). I’m excited to move on, but it’s hard to let go of the relationship I’ve had with your office. I want you to know out of all my years working at Nationwide and working with well over 100 different administrators, yours has been by far the best. That is a testament to the staff you have hired. Everyone cares about what they do and it’s reflected on a daily basis with my interaction with them. Dina, Jodie, Marcia, Noelle, Vijay, Sue, and Barbara are mainly who I work with and they are all GREAT people that I will miss very much.

Thank you! Scottie (Nationwide Financial)

Matthew is an outstanding employee! Pleasure to work with. If I need help he is very accommodating! Also Jodie is an asset to your company. Very pleased with your staff, can’t give you advice on how to improve your services when they are already outstanding! You should commend your employees; I am one of their greatest fans!

Sincerely, Lori

I realize that goals are important as is continual improvement – especially in client service. I have no ideas about what you could work on in 2014 except to say keep up the “thoughtful” good work. The reason I use the word “thoughtful” is that in the race to appear relevant and cutting edge, many firms I deal with are rushing on to the next best thing – they are on LinkedIn, Facebook, Instagram, etc. All of that is important but hard to keep up with from a customer’s point of view. INTAC has managed to keep ahead of the curve but has not gone over the edge so to speak!

Updates and improvements only work if your client base can keep up with your developments and utilize the tools. INTAC has achieved this in my opinion and should keep up the good work. By the way, Susan M. is wonderful, Danielle is terrific and Barbara just fits the mold for your customer service model.

Thanks, Betsy

Jodie and Susan have been nothing but pure professionals. We recently made a decision to move our funds, but yet made the important decision to stay with INTAC as our TPA, based solely and due to the Team assigned to us by INTAC.

Kudos to Susan and Jodie for being patient with a difficult client (ME)!
And cheers to INTAC – A.F.M

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