by Taylor Brown | Jun 27, 2023
Alison has been our consultant for many years and has always gone above and beyond in assisting us with anything we need. When she left her old company to join INTAC we immediately followed her. Alison is the reason we now use INTAC for our actuarial needs.
by Taylor Brown | Jun 26, 2023
Charles, I had to take a moment to reach out to you to let you know how much help Jodie Johnson was in helping a new client transfer in assets to a new plan. This process can be extremely frustrating if not executed properly and certainly can reflect badly on all...
by Taylor Brown | Jun 26, 2023
I have many responsibilities in the firm, many filled with a great deal of pressure. However, I am always assured that at least those that have anything to do with Judy will always be done efficiently and in a timely manner. She is a very special person. I am sure...
by Taylor Brown | Jun 26, 2023
I am very pleased with the service I receive from INTAC. The client portal is user friendly. I would also like to let you know what a pleasure it is to work with Andrea. Not only is she extremely knowledgeable, but she provides us with the best customer service...
by Taylor Brown | Jun 26, 2023
Jodie, Thanks again for the call today and for your swift responses to all of our requests. I very much appreciate your assistance and having a second set of eyes on these administrative items.
