financial services and insurance

client management scheduling

Financial Services and Insurance companies who provide management, insurance, and annuity services to their corporate clients need to provide regular appointments for their clients and client employees. Financial Services and Insurance companies use AboutTime for Exchange Server to automatically solve the challenges of scheduling of sales representative appointments and specialized service rep telephone appointments.

Scheduling Account Representatives for Telephone Appointments

Financial Service and Insurance firms use our platform to automate the scheduling of account representatives and specialized client resources. Appointments can be scheduled by each account representative, by call center personal, or by customers themselves. We track when account representatives are available and insure that the right skill is matched to the right representative. Employees of client companies are assured that the right person with the right skill set and right language skills are there to assist them at the time they schedule their phone appointment.

Scheduling Mobile Account Representatives for Onsite Customer Visits

Scheduling dates and times for remote client visits can be challenging. That is why insurance and 401(k) management companies employ AboutTime to schedule, dispatch, and manage their mobile account representatives. Integrated with advanced mapping and dispatch capabilities, the AboutTime scheduling engine establishes optimal travel patterns and times, and enables the account representative to plan and organize a sales trip to maximize available time. It also ensures that contractual obligations are met for on site visits and meetings. Schedules are established by either centralized scheduling teams, the account reps themselves, or even clients through a web portal.

Mutual Fund Sales Representatives

When dealing with large corporate clients, we automate appointment scheduling for IRA rollovers, annuities, mutual fund reviews, and defined benefit plans. We work directly with all stakeholder groups to insure that our solution matches your workflow, scheduling practices, and customer requirements. We lower your costs, while improving the customer experience.

Benefits of eOptimize Real Time Scheduling Platform

With AboutTime, our Financial Services and Insurance customers have gained these benefits:

1. Reduced scheduling time by over 20%
2. Fewer missed or conflicted customer appointments
3. Improved the customer experience by making sure the right account representative is available at the right time
4. Increased resource utilization, by tightening up the schedules of all the people involved in account management
5. Increased revenue

Advanced Automated Scheduling Platform

Our platform scales to hundreds of account representatives. In addition to providing matches for skill set, we can also match for spoken language. Since our scheduling platform can access everyone’s schedule, scheduling conflicts are avoided. We automatically handle time zones, making it easier for centralized call centers to schedule national account representatives across the nation.

Product Architecture

AboutTime is developed entirely using Microsoft’s .NET framework. This Services Oriented Architecture provides web services integration to legacy applications. The scheduling engine is tightly integrated into Microsoft Exchange Server and Outlook, leveraging the existing communications and collaboration in an organization. This enables AboutTime to seamlessly integrate into your scheduling workflow. The core scheduling functions are implemented by proprietary algorithms developed from leading operational and constraint-based research and proven in the field by global financial service customers. Please register and view our white paper, to learn more about our AboutTime product architecture.

Learn More

We are the experts in solving dynamic people and resource constrained scheduling problems. If you need to automatically schedule account representatives, talk to us about how we help financial services and insurance companies every day.

Please call us at 1-800-910-1373 or request more information.

© 2008 eOptimize Enterprise Scheduling Inc. All rights reserved.