Client Referral Program

It’s a simple three-step process

Fill in the ‘Refer a Peer’ form
We will show them the demo of our solutions
If they sign up, you both get rewarded with up to 10% discount each month*

Get up to a 10% discount on your monthly invoice*

We value our partnership with customers. Every time, you refer us to a new customer, we want to share the benefit with you.

How does it work?

Very simple!

Just refer us to your peers in the industry who you think can benefit from our products and services. Help them see the tremendous value they can get from partnering with Provana! And, if they subscribe to any Provana solution as a result, we will reward you (referrer) and your peer (referee) with up to a 10% discount each month*.

So, what are you waiting for?

Get up to a 10% discount on your monthly invoice. Offer open till January 31, 2023.

*Terms & Conditions Apply. Applicable for up to 12 months billing, to a limit of $5,000 per referral. The individual employees who have referred the clients will not be awarded any part of the referral discount (of 10%). Provana might choose to offer a small individual token of appreciation to express our grateful gesture. If the referral client, deploys multiple Provana products i.e., IPACS, ICAP, IPA, IC247 etc., the 10% referral discount will be applicable on individual monthly product bill capped at $5,000.

Products Covered in the Program

Our industry leading platform is covered in the referral program. Our credit, legal and audit services are not covered under this program.

IPACS^®

Our automated compliance management system allows you to document and maintain policies and procedures, track employee training and certifications, and much more.

IPA^®

Our powerful and customizable business intelligence dashboard interfaces with your existing systems, providing insights and tactical tools for managing your business.

ICAP^®

Our integrated, real-time call analytics platform uses AI to provide 100% call monitoring, delivering significant improvements in agent compliance and productivity.

IConnect247^®

Our first of its kind self-service app enables consumers to seamlessly and securely view account details, set up payments, exchange documents, and chat live.

IDP

IDP stands for Intelligent Document Processing and includes Redaction, Scrubs, and Flex Indexing capabilities for better compliance, smarter risk management, and higher operational efficiency.

IPERFORM

Our solution is built on deep experience in e-filing hundreds of thousands of documents for clients to shorten the turnaround time, reduce errors and boost overall productivity.

REFER a PEER

Testimonials

Stephen Bowe

Chief Compliance Officer

Choice Payment Services

Typically, the Compliance Management Systems (CMS) that I have worked with were no more than glorified spreadsheet tracking systems. Provana is a truly integrated CMS that allows content to be created, stored and version controlled.

Joe Tenaglia Jr

Managing Partner

Tenaglia & Hunt

Our firm has greatly benefited from the Provana platform. We no longer need to run multiple excel reports to gather the information. It is a pleasure to work with the Provana team.

Chris Schumacher

President & CEO

Optio Solutions

Why Provana? Clean user interface. Targeted insights. Easy to Operationalize.

Valle Martin

Director of Compliance

Valor Intelligent Processing

We saw multiple products, but nothing impressed me as much as the Provana platform. On any reference call, I can open my Provana interface and show them what it is capable of.