Partner to Retail: Automating the Service Transfer Process | ExchangeDefender [ Skip to content ](#main) [ ![ExchangeDefender](/assets/images/xd_logo_blue.png) ](/) Email Security ![Platform Overview](/assets/images/m-xd-pro.png)### ExchangeDefender PRO Enterprise-grade email security made simple for every business. 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More often than not, they leave businesses they served stranded and ExchangeDefender has to pick up the pieces. As each case is different, we've always handled every issue delicately with great care from a dedicated employee at ExchangeDefender to handle the issue. While that sounds nice on the surface, it's actually a horrific mess with a point person playing coordinator, negotiator, project manager, liason, unofficial legal advisor and more often than not wasting more time than neccessary. As a result, there is now a 3 month initiative at ExchangeDefender to streamline and automate most of our processes that involve external parties. The honor of the first such automated process is the "Transfer of Services": ### **Transfer of Service** ExchangeDefender is exclusively sold through our IT Solution Partners. However, when one partner disappears (death, bankruptcy, laziness, poor customer service) we do not have the means to refer them to a new partner. Often, even if we can find someone local, partner may not have an incentive or business case to sell them ExchangeDefender if the client will not sign up for other support services that are required by our partners to deliver XD. Sometimes, clients get bought/sold, hire their own IT staff, or move to a new provider and want to keep ExchangeDefender. All of these scenarios create a massive mess for ExchangeDefender, for the client, and ultimately for the partner. The site is designed to create a process-oriented survey that ties in all the parties involved in service delivery - the client requesting the transfer, the existing partner, and if applicable the new IT Solution Provider. This way we have the contact information about everyone, we have set milestones in the process, we have everyone moving along the project and we have deadlines so nobody is left stuck or forgotten. The same ExchangeDefender SLA for support applies to the transfer process but it makes ExchangeDefender handle it. [![](https://storage.services.exchangedefender.network/exchangedefender-blog/blog/2018/08/mel-p1-1024x558.jpg)](https://storage.services.exchangedefender.network/exchangedefender-blog/blog/2018/08/mel-p1.jpg) That is the key part and perhaps the most valuable one for our existing partners that may be worried about account transfers. From our experience, when a client decides they want to leave the service (be it ours, or our partners) there is little that will stand in their way of either moving to another ExchangeDefender partner or another service. This can be painful, awkward, and at times emotional as a loss of business can be stressful. This is where ExchangeDefender can help as well - instead of having to deal with asset control, configuration, transferring credentials and doing support and the work of the new IT Service Provider, our partner can just sign a waiver and from that point on anything regarding the old client and ExchangeDefender will be handled by our team. This way the current partner that is losing the service isn't stuck with an uncomfortable process of dealing with a client that fired them or training their competitor how to manage the service - it's simply all on us. ### We had to do something. All our future transfers will happen through the "Partner To Retail" web site at [https://exchangedefender.com/transfer](https://exchangedefender.com/transfer) Our mantra remains the same, we are still very much a partner-channel based organization. These process automation projects are meant to give our partners and clients a more predictable, measurable, and accountable system backed by an SLA rather than a single point person. If there are processes that you've found frustrating, unpredictable, difficult, or frustrating please let us know by contacting your account manager and we'll put some priority on those. Otherwise, we look forward to serving you better. [ Previous post ExchangeDefender's New PIN Retrieval Process August 30, 2018 ](https://www-preview.exchangedefender.com/blog/2018/08/exchangedefenders-new-pin-retrieval-process) [ Next post ExchangeDefender SMTP Headers September 7, 2018 ](https://www-preview.exchangedefender.com/blog/2018/09/exchangedefender-smtp-headers) Related Posts ------------- [ 1 May ](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live)### [ExchangeDefender New UI is Live](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live) [Read more: ExchangeDefender New UI is Live](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live) [ ![](https://storage.services.exchangedefender.network/exchangedefender-blog/blog/2026/04/xd10.png) 2 Apr ](https://www-preview.exchangedefender.com/blog/2026/04/announcing-exchangedefender-10)### [Announcing ExchangeDefender 10](https://www-preview.exchangedefender.com/blog/2026/04/announcing-exchangedefender-10) [Read more: Announcing ExchangeDefender 10](https://www-preview.exchangedefender.com/blog/2026/04/announcing-exchangedefender-10) [ ![](https://storage.services.exchangedefender.network/exchangedefender-blog/blog/2025/12/christmas-1.jpg) 25 Dec ](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas)### [Merry Christmas](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas) [Read more: Merry Christmas](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas) Search the blog Search Recent Posts ------------ - [ExchangeDefender New UI is Live](https://www-preview.exchangedefender.com/blog/2026/05/exchangedefender-new-ui-is-live) - [Announcing ExchangeDefender 10](https://www-preview.exchangedefender.com/blog/2026/04/announcing-exchangedefender-10) - [Merry Christmas](https://www-preview.exchangedefender.com/blog/2025/12/merry-christmas) - [Why IoT Devices Are a Hidden Security Risk for Your Business](https://www-preview.exchangedefender.com/blog/2025/11/why-iot-devices-are-a-hidden-security-risk-for-your-business) - [Top 5 IT Problems Small Businesses Face in 2025 — and How to Fix Them](https://www-preview.exchangedefender.com/blog/2025/10/top-5-it-problems-small-businesses-face-in-2025-and-how-to-fix-them) Categories ---------- - [Archiving](https://www-preview.exchangedefender.com/blog?category=archiving) (21) - [Business Continuity](https://www-preview.exchangedefender.com/blog?category=business-continuity) (13) - [Compliance](https://www-preview.exchangedefender.com/blog?category=compliance) (8) - [ExchangeDefender](https://www-preview.exchangedefender.com/blog?category=exchangedefender) (349) - [General](https://www-preview.exchangedefender.com/blog?category=uncategorized) (590) - [Hosted Services](https://www-preview.exchangedefender.com/blog?category=hosted-services) (86) - [Industry News](https://www-preview.exchangedefender.com/blog?category=industrynews) (29) - [Marketing](https://www-preview.exchangedefender.com/blog?category=marketing) (18) - [Phishing](https://www-preview.exchangedefender.com/blog?category=phishing) (5) - [PRO TIPS](https://www-preview.exchangedefender.com/blog?category=pro-tips) (44) - [Product Features](https://www-preview.exchangedefender.com/blog?category=product-features) (54) - [Security](https://www-preview.exchangedefender.com/blog?category=security) (65) - [Shockey Monkey](https://www-preview.exchangedefender.com/blog?category=shockey-monkey) (22) - [Spamfilter](https://www-preview.exchangedefender.com/blog?category=spamfilter) (5) - [Support](https://www-preview.exchangedefender.com/blog?category=support) (45) - [Webinars](https://www-preview.exchangedefender.com/blog?category=webinars) (44) Solutions --------- - [Stop Spam & Malware](/email-security) - [Hands-Free Email Backup](/livearchive-backup) - [Instant Email Recovery](/inbox) - [Send Private Emails](/corporate-email-encryption) - [Train Against Email Threats](/spearphishing) - [Share Files Safely](/web-file-server) Company ------- - [About ExchangeDefender](/about-us) - [Compliance & Legal](/our-compliance) - [Become a Partner](/partners) - [Support Portal Login](https://support.exchangedefender.com/) - [Microsoft 365 Email Management](/managed-email-operations) - [AI Advisory Service](/management-ai) ![ExchangeDefender](/assets/images/dark-xd-logo.png)USA: +1 (407) 465-6800 United Kingdom: 0800 8620149 Australia: +61 0390010641 Fax: +1 (954) 839-8737 [ ](https://www.facebook.com/ExchangeDefender) [ ](https://www.twitter.com/XD_Defender) [ ](https://www.linkedin.com/company/exchangdefender) [ ](/blog) © 2026 Own Web Now Corp - All rights reserved </> with ❤️ in Orlando [SLA](/sla) [TOS](/tos) [PRIVACY](/privacy-end-users) [AUP](/aup) We're Here to Help 👋 -------------------- Tired of AI 🤖 and hold music? 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