Financial advisors
Since the launch of OnlineAfspraken, many financial advisors have been using our online scheduling system for booking appointments, both in-person and (online) phone consultations. These companies often use our standing booking module, where you can directly select your service, date, and time (and optionally an advisor).
Our system has many features that are useful for insurers. For example, an appointment confirmation is immediately sent after booking, and the customer receives an appointment reminder. These email notifications are fully customizable in terms of content, as well as the fields requested from clients. For instance, the subject of the conversation is often asked so that the advisor can prepare in advance.
Advisors can view appointments on the backend of our system using their own username with specific rights. The calendar is also often integrated with tools like Outlook 365 or Gmail, allowing appointments to be viewed and/or managed there.
Examples:
For mortgage or insurance advice, as well as for your tax return, you can turn to Diane van Dijk Financial Advice. You can easily book an appointment via the booking module on the website. This way, as a client, you can see the available slots and book directly.
Overwater pensioen consultants
Overwater Pensioenconsultants offers clients the option to book a mortgage, pension, or insurance consultation online with their own advisor. Clients are asked for the company name so that the advisor can prepare the file in advance. An extra service that clients appreciate!
