Over 2,000 appointments per month, automating adjustments in online insurance recruiting

A&A Consulting, Inc. is a general insurance agency focusing on online solicitation, and has achieved significant growth in the old-style insurance industry, which has not yet been fully computerized. Our insurance sales staff, who are in contact with many customers on a daily basis, continue to deliver coverage nationwide by building relationships of trust through proposing the best combination of products based on individual customer needs, life planning data, and experience. By implementing Jicoo, A&A Consulting was able to automate the booking of 40 insurance sales representatives.

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A&A Consulting
A&A Consulting K.K. Representative Director Mr. Yuto Alan Katsura
A&A Consulting
Life and non-life insurance agency services, financial planning services Jicoo is indispensable in coordinating 2000 appointments per month
Industry
Financial Service
Role
Sales
Stage
Startup
2,000

Number of appointments per month

100%

Appointment coordination time is reduced to zero.

40

Number of insurance sales representatives

Problem
Coordination of business meetings for an increasing number of insurance sales representatives

A&A Consulting, Inc. was faced with the challenge of coordinating an increasing number of insurance sales representatives' meetings. The company had to deal with the increasing number of meetings, double booking, and issuing URLs for online meetings. The company had to issue URLs for meetings to the extent that it was impossible to tell which meeting was which. No pre-survey was available, so there was no prior information at the time of the meeting, and the information had to be pulled from scratch. Prior to Jicoo, the company had used another bookings tool, but it did not meet the company's ideal requirements because it lacked functionality in various aspects, such as the UI of the page for receiving bookings and service integration. The company decided to implement Jicoo after determining that it matched the company's business and customers. The rich service integration and customizable design automate bookings.

Solution
Automatic assignment of available members through the automatic assignment function

Customized and branded original booking page design. We also customized the form and conducted a questionnaire in advance. Using the automatic assignment function, when a booking is made, an available member is automatically assigned. At the same time, a Zoom URL is automatically issued and the necessary advance information is automatically posted to Slack and Google Calendar. This centralized prior information, which had been an issue, and automated the issuance of URLs for interviews.

Benefit
Automation of all business meetings exceeding 2000 per month

A&A Consulting has been able to automate all of its more than 2,000 meetings per month by implementing Jicoo, which has reduced appointment coordination time to zero. Since our insurance sales members are paid on commission, they can spend their time on as many appointments as possible, which allows them to be more customer-focused, which has led to a dramatic increase in productivity," said Katsura. Also, after the meeting is over, amptalk automatically transcribes and stores the transcript in an easy-to-read AI format. At the same time, the system is linked to Salesforce. This is a feature that works well with Jicoo's Salesforce. The ability to automatically store data is a great advantage. This is because the actual interview records can be reviewed when necessary and can be submitted when requested by the insurance company. We plan to continue using Jicoo as a full-service insurance agency with a focus on online solicitation.

Customer Interview

Could you tell us about your business?

A&A Consulting is one of the more than 100,000 insurance agencies in Japan.

Although the industry itself has not yet been fully IT-enabled, A&A Consulting is unique in that it is not only face-to-face recruiting, but also online. Recently, more and more of our competitors and insurance companies have come to visit us for inspection.

How exactly are you promoting your business?

As a ToC business, we attract customers mainly through promotion on social networking sites.

Specifically, we use mainly Instagram, and we employ a team of Instagrammers within the company, from which we acquire partnerships with influencers outside the company. We have our partner Instagrammers send out information about our company.

Many of the followers of the influencers who post money-related information from their daily messages are also interested in insurance, so we have them speak with our insurance sales staff as a consultation service.

You are utilizing Instagram?

Due to the nature of the medium, we have many young users in their 20s and 30s, especially women.

The average age of our salespeople is in their 30s, so we consult with members of the same generation. Our top-level salespeople receive approximately 50 appointments a week, or 200 appointments a month, at any given time.

As a company, we receive about 2,000 appointments per month, which is too large to handle the bookings manually. The Jicoo book has become an integral part of our business.

How did you decide to use Jicoo?

Before using Jicoo, we were using another tool, but we felt that it lacked functionality in many respects.

The UI of the booking page, service integration, etc. did not meet our ideal requirements.

We became interested in Jicoo because of the release of the Salesforce integration.

When we actually used Jicoo for testing, we decided that it would match our business and customers better than the previous tool because it allowed us to customize the design of our booking page in addition to the service integration.

Did you encounter any difficulties when switching tools?

There were no major difficulties, but we did have to make the transition over a parallel period of about two months. Mainly, it was a matter of getting the word out within the company and re-posting the links on the media.

Looking back on those days, Jicoo is a tool for individuals to manage their own settings, so it might be a good idea to prepare a manual for internal use. Currently, we have prepared a video for onboarding and have the new members of the team go through the initial setup.

What was the situation like before you started using the book?

To be honest, I don't remember much. It has become such an indispensable tool.

Before we automated it, we had to deal with double booking and issuing URLs for online interviews. We had to issue so many URLs for interviews that we sometimes lost track of which meeting it was.

We couldn't even do a questionnaire in advance, so we had to pull information from scratch without any prior information at the time of the meeting.

The Corona Disaster has lifted the ban on online sales of insurance, but I feel that the business model is changing.

Can you tell us how you are utilizing this system?

First, we customized the design of Jicoo's booking page to make it our own.

When a booking is made, we can automatically assign an available member of the team to the booking by using the automatic assignment function.

At the same time, the necessary information is posted to Slack and Google Calendar.

Zoom is automatically issued by Jicoo, and all the information is recorded.

In addition, after the meeting, amptalk automatically transcribes the information and stores it in an easy-to-read AI format. At the same time, the system is linked to Salesforce. This works well with Jicoo's Salesforce.

The ability to automatically store data is a big advantage. The actual interview records can be reviewed when necessary and can be submitted when requested by the insurance company.

Specifically, how do you use the time saved by Jicoo?

Finally, appointment scheduling time has been reduced to zero.

Since our insurance sales members are paid on commission, they can spend more time on as many appointments as possible, which allows them to be more customer-focused, and I think this has increased their productivity dramatically.

Once again, can you tell us what makes Jicoo so attractive?

I think it is worth a look for companies doing business with ToC.

Jicoo can free you from the stress of double booking and automatically book a large number of appointments.

I think it will be especially effective for companies whose business results are dependent on the number of online meetings.

Personally, I like Jicoo's sense of development lol.

I am comfortable with the feeling that what I want is realized. I would recommend this service to anyone who likes new things.

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