We are now focusing on the My Everence for Employees portal, with a launch date in mid-August, and making progress on some of the additional smaller projects. These projects are part of a larger effort to move our apps and portals off an old server.
Check out the updated chart for the timelines on the largest upcoming digital projects:
In addition to these larger projects, we are rebuilding several applications on a new platform, and they’re all slated to launch by mid-September:
• Everence Asset Management disbursements: Update to the EAM disbursements app currently in Connection. This will be available through OnBase. The application will function the same way but will look different.
• Donor advised fund distributions: Update to the design of the donor advised fund distributions app currently in Connection. This will be available in My Everence for Employees. The application will function the same way.
• Annuity rates page: Update to the design of annuity rates page in Connection. This will be available in My Everence for Employees. The application will function the same way.
• Everence Asset Management statement lookup: Simplifies how Everence Asset Management clients find statements, giving them one place in My Everence for Individuals or My Everence for Organizations to view their account documents, regardless of if they are a primary or secondary account holder.
Communication plans and training
Look for Daily Vine articles leading up to the launch dates of each of the larger projects. These articles will communicate the confirmed launch dates and more details about the projects.
Additionally, staff training will be available by the launch dates of each project and will be available through Lessonly. Following are links to the most recent Daily Vine articles and trainings:
• My Everence for Employees – Most recent Daily Vine article
• Sitecore upgrade (Launched May 31) – Most recent Daily Vine article
• Document Library (Launched July 7) – Most recent Daily Vine article | Training
• My Everence for Organizations (Launched July 31) – Most recent Daily Vine article | Training
If you have any questions about these digital projects, please email me at julie.hertzler@everence.com.