Did you know you can make your immigration business more profitable by communicating with your clients in a more effective and smarter way? Every day I see too many immigration advisors in NZ spend way too much time communicating with clients and keeping them informed. There is a better way.

 Communication is, of course, an essential part of your business. In fact, it’s an important part of any business. According to Steve Nguyen PhD on Workplace Psychology, keeping customers always informed is essential regardless of how good an immigration advisor you are.

How do you effectively communicate and also spend less time doing it, though? The answer is you need to use a client portal. Other industries benefit significantly from client portals. For example, Deanna C. White says on Accounting Web that client portals are no longer an accessory for accounting firms – they are a necessity.

The immigration industry in NZ is behind in its take up of client portals, but there is a quick and effective solution: Ezymigrate.

What You Can Do with a Client Portal (www.checkmyvisa.co.nz)

The Ezymigrate client portal is jam-packed with features – too many to include here. Below are some of the highlights but, essentially, it’s a central repository of information that clients can access, add to, and communicate through. This is much more efficient than point-to-point communication methods such as email or phone calls.

 With a client portal you can: 

● Upload – you can add important documents to the client portal while controlling who has access to what. Each client has their own account on the portal and they can also upload documents directly. Uploads go to the client’s file on Ezymigrate.

● Communicate – clients can email through their account on the client portal. They receive the email, you receive the email, and a copy goes into their Ezymigrate client file.

● Inform – clients can see their visa status, how much they owe, and more. That means no more unnecessary phone calls or emails.

Here’s the best bit – with the time you save using a client portal, you can find new clients and grow your business.

All the benefits a CRM will bring to your immigration business look good, but let’s be honest: they’re just theory. They’re completely real, of course, but you know your business better than anyone. For your business, they’re just theory.

I get this, I really do (even though I’m the greatest advocate for Ezymigrate on the planet).

After all, for a CRM to work in your business, you’ve got to manage the change process. This means effectively transferring your data, applying letter templates, uploading contracts, and more.

You and your team must also learn the system and adapt it to your processes. This all takes time, something which is probably in short supply.

You must also manage staff resistance to change. This can take many forms and there can be many reasons for the resistance, as explained by Susan M. Heathfield on The Balance. You still must deal with it, though.

There’s also the challenge of user adoption – will your team and partners use the system? Jeffrey Fotta explains on Entrepreneur why user adoption is crucial to CRM implementation success. Again, though, it’s up to you to achieve this.

Well, not exactly, as with Ezymigrate, you’re not alone.

With You Every Step of the Way

 At Ezymigrate, we take onboarding seriously and we understand the crucial importance of change management. As a result, we help you through every step of the change process. We take one step at a time, though, only moving to the next stage when you’re ready.

 We’ll customise our onboarding support to the needs of your business, but here are some of the things we do:

 ·     Setting up your account – uploading your data, transferring letter and contract templates, integrating Ezymigrate with your internal processes, and more

 ·     Training your team – we’ll spend time with you and your team training you on how to use the system

 ·     Providing ongoing support – we’re always available when you need us

 From my experience, it only takes a few days to set up, train, and integrate Ezymigrate in your business. In other words, with our help and a small investment in your time, you’ll get all the benefits the Ezymigrate system has to offer.