If you are wondering if you can change plan managers during your plan, the answer is yes!
Swapping plan managers is a simple 3-step process. The following is a guide on what you should do if you would like to swap plan managers:
You can utilise trusted online support directories such as a Clickability or Disability Support Guide to aid in your search. It is important to find a new plan manager before giving notice to your current plan manager. This is because you don’t want to leave your current plan manager and be left without someone to manage your funding.
Once you have chosen who your new plan management provider will be, get in contact with them and let them know that you would like to swap from your current plan manager. The reason this is important is because you want to ensure that the organisation you would like to switch to has capacity to work with new clients.
Once you have found and contacted your new plan manager, you will need to give notice to your current plan manager. You might like to send an email to your current plan manager notifying them that you would like to stop using their services. The typical notice period of ending services with a plan manager is two weeks, however this information will be in the service agreement that you signed when you engaged their services.
That's it! It's as simple as that. Once the required notice has been given to your current plan manager, you will continue to be a client of their’s until the specified notice period has expired. Your new plan manager will then take over managing your funding following this period.
Helpful hint: We can handle the swap for you! If you choose to swap to us, we will help you through the process and can even contact your current plan manager to arrange the switch! Simply complete our sign-up form or contact us today!
Here at Pacify Plan Management we provide our clients with a personalised service and assign you your own personal plan manager. This means you don’t need to keep explaining your situation to a new person each time you contact us. Your personal plan manager will get to know you and your situation.
We provide very fast payments, in most circumstances, next business day payments. You should not have to deal with providers chasing you up for unpaid invoices. This is something you will not need to worry about at Pacify.
Feel free to read our Google reviews to see why our clients are happy with the service we provide. If you are ready to move to a reliable and trusted plan management provider who really know their stuff, get in contact with us to today and we will organise a smooth transition from your current plan manager.
