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AppointmentCall and GroupCall are excellent tools for the financial and insurance sectors.
We'll help keep your customers and prospects informed and on-time.
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| Typical Solutions |
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AppointmentCall
Appointment Reminders
Meeting Reminders
Past Due Balance Notices
Customer Satisfaction Surveys
Annual Renewal Confirmation/Notices
GroupCall
Seminar Announcements
Special Event Announcements
Preferred Customer Messages
New Product Announcements
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| AppointmentCall Features and Advantages |
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Customized, Professionally-Recorded Scripts
Works with Any Scheduler
Easy to Use. Just Two or Three Minutes a Day for Staff
Fully Automated Calling and Reporting
HIPAA Compliant
Online Reports Always Available
Full Name of Donor Is Spoken During Reminder Message
Answering Machine Detection and Message Completion
Flexible Messaging Options - New Donor Message, Pre-Donation Instructions, etc
Point-And-Click Data Uploads
Permanent Call Detail Reporting
Priced from 5.99 to 16.9 Cents per Appointment with Generous Discounts
Setup Usually Takes Just Two or Three Days
No Hardware or Software to Buy
Pays for Itself in the first 2 or 3 Days of Use Each Month
Standard Set Up Costs Is Less than $100
Saves Hours of Staff Time Every Day
More Features at a Better Price
Easier to Use than Other Products
Donors Appreciate the Reminders
No-Shows are Immediately Reduced
Calls Are Made in the Evenings When Donors Are at Home to Respond
Donors' Responses Are Immediately Reported Online
We Accept Data from Any Scheduler
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| GroupCall Features and Advantages |
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Create Personalized Messages in Just a Few Seconds
Flexible Outbound Message Delivery Options
Self-Recorded or Studio-Recorded Messages
Easily Manage Different Call Groups and Messages
Recurring Message Delivery When Needed
No Hardware or Software to Buy
Saves Hours of Staff Time
Improves Successful Message Delivery
Frees Up Your Phone Lines for Other Calls
Volume Discounts for Higher-Volume Operations
Usage-Based Billing with generous discounting
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| GroupCall Features and Advantages |
top » |
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Create Personalized Messages in Just a Few Seconds
Flexible Outbound Message Delivery Options
Self-Recorded or Studio-Recorded Messages
Easily Manage Different Call Groups and Messages
Recurring Message Delivery When Needed
No Hardware or Software to Buy
Saves Hours of Staff Time
Improves Successful Message Delivery
Frees Up Your Phone Lines for Other Calls
Volume Discounts for Higher-Volume Operations
Usage-Based Billing with generous discounting
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| AppointmentCall Reminder Sample |
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Hello this is an appointment reminder for John Smith from Bill Jones at State Farm Insurance.
To hear your message now, press 1, to have me call back later, press 2.
We're calling to remind you about your appointment scheduled for tomorrow morning at
9:00 AM at Bill Jones' office.
To confirm your appointment, press 1.
If you cannot keep this appointment and wish to cancel, press 2.
To repeat your appointment information, press 3.
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| No-Show Follow-Up Samples |
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Hello, this is an important message for Jane Jones from Bill Jones at State Farm Insurance.
We're calling about your missed appointment. We appreciate your business and look
forward to meeting with your soon. Please call our office at 214-555-1111 to reschedule your
appointment To confirm that you have received this message, press 1. To repeat this message press 2.
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Hello, this is an important message for Jan Smith from American Finance.
We're calling to remind you that your account is past due and that it is very important
that you make payment arrangements immediately.
Please call our office at 214-555-1111 to speak with an account representative soon.
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Hello, this is an important message for Jan Smith from Bill Jones at State Farm Insurance.
We're calling to let you know that it is time for your annual insurance review. As always, we want to serve
you in the best manner possible, and there is no better time than now to make certain that you have the right
coverages in place.
If you would like us to contact you to schedule an annual review appointment, press 1. If you prefer not to review your coverages
at this time, press 2.
Please call our office at 214-555-1111 if you have any questions.
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| Financial Seminar Announcement |
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Hello, this is a message for Jane Doe from Provo Financial Services.
As a preferred customer, you are invited to a free retirement planning seminar
being hosted this coming Thursday evening at 7:00 pm at the Provo Marriott Hotel in the Main Ballroom.
We are offering this seminar to our valued customers like you in order to keep you informed about
your options for retirement. There is no obligation to purchase anything, and soft drinks and snacks will be available.
If you would like to attend our free retirement planning seminar, press 1 now. If you prefer to have us check with you later this week,
press 2. If you do not wish to attend, press 3.
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Hello, this is a message for Jane Doe from Provo Financial Center.
We're calling to invite you to visit our new office during our Grand Opening event Thursday, April 8th
from noon until 8 pm. Stop by any time to tour our new office and meet our financial
advisors. There will free soft drinks and snacks, so please stop by and say hi.
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| Online Reports Demo |
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Quick Report - Shows a summary of today's appointments. Click any category for more details.
Schedule Snapshot - Displays provider schedules with color-coded appointment statuses.
Mark No-Shows - Point and click tool for generating No-Show follow-up calls.
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