Capabilities

Scheduling / Reminding

Scheduling can get complicated. In some cases, one-on-one appointments are the right way to conduct business. However, in other cases, group settings are a better option.

You may wish to limit customers from only scheduling one appointment at a time, or only scheduling into specific locations. You may wish to be able to block out specific times within a specific schedule while leaving other parts of the schedules untouched.

Even more, what if you need the flexibility to schedule 30 minute appointments in one location while scheduling 60 Minute appointments in another location? We have this and much more covered.

Screening / Qualifying

It’s nearly inevitable: Spending time with unqualified customers or applicants that don’t fit the bill.

You are targeting a specific income level, or the number of people in the household is the difference between qualifying or not qualifying.

Your appointments are valuable as is the time you commit to servicing them. Good screening and qualifying technology can limit the potential for poorly invested time.

Status Tracking / Reporting

The phone seems to never quit ringing at times. Your customers want to know the status of their applications. After putting on a smiling face, you kindly tell them that the application is being processed.

That’s potentially the best case scenario. More often than not, you’re tracking down pieces of information that are missing from the application.

Rather than risk mis-communication for time better spent doing other important tasks, out Virtual Agent software can communicate the information your customers need when they need it.

Form Hosting

Your forms are built to fit your needs whether they are to process an application or conduct a survey. You can tell us to add drop‑down boxes, radio buttons, custom fields and more. You can even customize the required documents that your customer would need to submit to complete the process.

The data is securely collected, encrypted and sent back to you when you want. No challenge is too complicated.