You will be familiar with that horrible feeling you get when you hear your immigration adviser’s licence renewal application will go through the inspection process. You get that feeling not because there is any problem with your business but because of the huge amounts of time you will have to spend preparing the selected client file. I’ve seen first-hand how much productive time is lost by good immigration advisers trying to renew their licence.

I also know the solution to this problem is simple. That solution is a CRM system. Among the many benefits of operating a CRM system is having easier access to customer data. In fact, a survey by Software Advice found that 74 percent of CRM users said their system improved access to client data.

This is because CRM systems centralise data. This brings many additional benefits to your business, as explained by Jeff Orloff on the Toolbox.com blog.

Preparing a client file for an Immigration Adviser licence renewal inspection requires more than centralised data, though. There also needs to be the ability to present and access the data in the format required by the Immigration Advisers Authority.

Print Case Feature

 This is where the Ezymigrate Print Case feature can help. In fact, it will save you hours of work preparing your licence renewal application.

The Print Case feature prints everything relating to the required client file in chronological order. This includes emails, file notes, tasks, letters, agreements and more.

Image :- Ezymigrate – Print Case Feature

The benefits of the Ezymigrate Print Case feature include:

• Save time – you won’t have to spend time accessing multiple files and systems to pull together all the required information
• Ordered automatically – not only does the feature give you all the information, it also orders it sequentially
• Improves accuracy – using the feature removes the risk of omitting something that should be included

In other words, the Print Case feature in Ezymigrate is a huge productivity boost that will let you stay focused on what is most important – running your business.

You know all about the necessity of having a written agreement in place with your clients. Doing this takes up a huge amount of your time though – several minutes per client, in fact. Every day I help immigration advisers improve productivity in their business so I see first-hand how the cost of this simple administrative task quickly adds up.

Here’s another thing – I know the solution is super simple. By automating the process, you can reduce the time it takes to create essential written agreements for your clients from several minutes down to a couple of seconds. If you’re a fast clicker of your computer’s mouse, you can probably do it in one second.

Even though many immigration advisers in NZ are not fully utilising the benefits yet, automation is a big deal. The respected McKinsey Global Institute published a report on automation in January 2017. It found that automation could improve productivity by up to 1.4 percent. To put this into perspective, the introduction of the steam train in the 19th century increased productivity by just 0.3 percent. The dramatic growth in the use of IT in the 1990s increased productivity by 0.6 percent. Automation is likely to have a bigger impact on worldwide business than these two revolutionary developments combined.

Many of New Zealand’s workers back this up. Whether their employers are embracing automation or not, 44 percent of people in NZ think they do a lot of repetitive tasks that would benefit from automation.

Automating Written Agreement Creation in Your Business

How do you automate the creation of written agreements for your immigration clients? Ezymigrate has the solution. Not only that, you can automate the creation of all the standard letters you send to clients too.

Here’s how it works:

·     Setup templates – you create whatever agreement and letter templates you need with the flexible tools available in the system. This includes adding your own terms and conditions.

·     Add dynamic fields – Ezymigrate has dynamic fields for information like client name, client address, services and balance etc. Add these to your templates too.

·     Create written agreements – when looking at a client file in the system, click new agreement and the template will automatically populate the client’s information ready for you to send.

If you manually create written agreements for each new client by copying and pasting, it’s time to stop. Ezymigrate will bring automation to your business.