My Everence for Organizations debuted today and replaces Navigate as our primary digital account portal for organization clients. The new site serves clients with Trust, Health and MRT products and services.
New features of the site:
- A streamlined view of each Everence product or service.
- Online access to charitable giving and investment documents, as well as MRT adoption agreements and reporting, billing and invoice documents related to group health insurance.
- Simpler management of organizational donor advised funds.
- More secure access with multi-factor authentication.
Current Navigate users will log in to My Everence for Organizations using their existing username and password. All users (including those previously using the donor advised fund-only version of My Everence for Organizations) will need to set up multi-factor authentication the first time they log in.
Client communications
Clients with existing Navigate accounts received the following communications:
- June 28: An email on June 28 notifying them of the upcoming change.
- July 24: A reminder that announced the launch dates and portal downtimes July 28-31 (one to Navigate clients and one to organization clients with donor advised funds).
- July 28: A reminder about the downtime (one to Navigate clients and one to organization clients with donor advised funds).
- July 31: Announcement email went out this morning to all organization clients.
If any clients have technical questions about logging in or the site, please refer them to Help Desk. Also, please reach out if you see opportunities to create a better user experience for our clients.
Site preview
Watch a video preview of My Everence for Organizations in Lessonly to help you see what our clients see. Find the My Everence for Organizations guide in the IT Support Site.
Many thanks to the team
A huge thanks to everyone who helped with this project – it was a collaborative undertaking that couldn’t have happened without many teams working together. A special thanks to Tim Nafziger, Jason Young, Margie Headings, Kathy Leinbach, Kyle Morningstar, Amy Josephthal, Sara Alvarez Waugh, Chris Collat, Deana Roth, Tori McClain, Garett Hiester, Dean Eshleman, Rex Hochstedler, Patrick Tibbs, Kathy Glick Miller, Denise Henke, Kim Miller, Andrew Smole, Jesse Maust, Mikol Aspinwall, Enrique Garcia Labrada, Alex Naula and Laura Goheen.