Working in a personal information, form-heavy role, immigration consultants rely on data entry, file management, and sourcing information from their library of case notes. It is clear that running an immigration advisory business depends on excellent organisation; taking care of client forms is a vital element of the consultancy process, and fine attention to detail is required to retain personal data. Consequently, it’s challenging to find time to fit everything into your day and grow your business at the rate you’re seeking.

The detail required for form filling alongside the simple act of duplicating data entry and proofreading takes time, which feels like wasted potential for modern immigration consultants.

Immigration Consultancy From the Customer’s Perspective

As an immigrant myself, I navigated the immigration process during the stressful time of leaving the country, experiencing the difficulties and inefficiencies of the consultancy exercise. The process required multiple trips to my immigration advisor, and dealings with various team members from their office, as I was tasked with bringing in new documents. Alongside delays and the struggle of getting my advisor up to speed on the personal characteristics of my case, this tedious activity led to me considering cloud-based software to fill a gap in the industry.

Form Automation

Remington Hall from the BAASS Insights Technology Blog portrays how more and more businesses have been adopting modern technological features and automation to improve the efficiency and accuracy of their processes. Remington explains the resource sink required by manual data entry and examines reducing human error as the key benefit of data entry automation. She continues, stating how ageing data entry processes and the need for manual data duplication are usually carried out using tools that do not have restrictions and features to recognise errors. 

Weighing in on the inefficiency of manual data entry, and the intelligent automation to fix it, is David Kirk from Forbes. David examines how basic automation functions are the quickest and easiest way for a company to organise its tasks and save money. He states how enhanced automation functions for specialised, specific industries and tasks are excellent for businesses but are contingent on development by an experienced software team. He goes on to describe how success when pairing your business with intelligent automation is dependent on how the software is designed or adapts to your needs and culture. 

The greatest cost savings and benefits for your business are claimed by relying on tailored software for your industry.

Ezyform; Ezymigrate’s Form Automation Software

Immigration forms software from Ezymigrate offers end-to-end solutions to automate your firm’s systems. As your clientele expands, the need for the automation of your systems grows. Manage immigration form preparation and expedite your processes with Ezyform from Ezymigrate, our error-free approach to form filling.

Eliminate Risk

Introducing Ezymigrate automation software into your business for form filling removes the risk of costly mistakes; you won’t have to worry about human error, and our intelligent reminder system means your team members will always complete necessary processes and tasks. Ezyform immigration forms software excels by storing information, ready for extraction and automatically filling Visa application forms.

Speeding Things Up

Meticulous or repetitive tasks are time-consuming, requiring extensive resources to manually fill forms and keep data up to date. With Ezyform, we help immigration consultants reallocate their resources where they are needed most; no need for duplicating data filling or spending time proofreading, as Ezymigrate is a risk-free, streamlined, automated system. Our technology will enact several processes for your immigration consultants, with intelligent form filling able to source data from your centralised storage to eliminate extra steps. With the benefits of Ezymigrate, such as no need to double-check when entering data, you’ll gain a competitive advantage and room for company growth.

Labour-Saving Functionality

With the immigration forms software features of Ezymigrate, you can compress the steps in the immigration consultancy process, using client-input information to build your database. With web-integrated lead capture forms, you can get a headstart from the get-go, using smart questionnaires and assessment forms to capture visitor details straight into Ezymigrate. Additionally, by making the most of Ezymigrate’s client portal, clients can fill in required form data at their leisure, allowing them to make headway in their case and feel assured that it is moving at an acceptable pace. 

We consistently engage with industry contacts to improve how we can transform your business with additional Ezymigrate functionality.

Generate Value From Automation Now With Ezymigrate

With an error-free approach to data management and speedy, automated form filling, Ezymigrate has become a sought-after software system for the immigration advisory industry. Tailored for immigration consultancy and regularly updated with additional features desired by user feedback, our technology will exceed your expectations.

As a professional, your time is valuable; we have the software that gives you more of it.

Mistakes and uneconomical processes dominate day-to-day operations in the immigration advisory industry as employees are tasked with retaining and sourcing valuable client documents and records. Without detailed notes of client interaction and meeting data, your employees are not profiting from the awareness and knowledge which could be derived from detailed tracking. Leading Immigration Advisors make the most of modern technologies to eliminate document retention issues and manage data effectively and securely.

Modern Approach to Immigration Management

Immigrating to New Zealand myself, I have engaged with the process and gained an understanding of the immigration consultant operation from a customer perspective. I witnessed the document-heavy nature of the profession, and have since learnt how difficult it is for advisors to understand the intricacies of each case, especially while the client is interacting with many employees from the organisation.

After consistently updating our Ezymigrate software, broadening our clientele, and gaining valuable feedback from advisors during our time in the industry, we have established a tailored approach to immigration management which streamlines processes with the latest technological functionality.

Pursuit of Employee Productivity and Customer Loyalty

As discussed by JT.Org, losing client records can rob you of your most vital business assets, your customers. Customer loyalty remains a virtue of successful immigration advisory firms, and any loss of data can cause clients switching to your competitors. Mistrust from losing personal client details is a characteristic you must avoid, where your business’ reputation is hard to repair and recover, and lost clients open your business up to severe financial losses.

Michelle Tran from DDLS examines how to improve employee productivity with Cloud Computing, describing how cloud computing streamlines collaboration, relieves teams of extra workloads, and delivers greater security to protect client data and remove risk of downtime associated with a security breach or virus attack. Security of client data plays a critical role for immigration advisors, where the option to shift responsibility of data protection to a cloud service provider is a key benefit of their service. 

Losing customers due to them seeking increased productivity from competing businesses is possible. So, spending time searching for documents or records that are not accessible within a unified interface, for your whole organisation, is an area favourable for immediate development.

Take Charge of Your Data

E-immigration software from Ezymigrate presents a one-stop system for enhancing productivity through centralised data storage, unified amongst your employees. Our online Ezymigrate portal presents a cloud-based system to help you easily contain all relevant documentation and is secure and reliable.

Data Security

Built on Microsoft’s Azure platform, hosted on their servers, Ezymigrate helps keep clients’ personal data safe and secure. You can collect any information from clients with complete confidence in its safety with our cloud-based software backed up by automatic encryption, smart traffic monitoring and profiling, smart access control, and many more security precautions. As part of our e-immigration software features, data security is a benefit of our tool that further speeds up processes and helps protect our clientele.

Extending Your Data

Document storage and management through the Ezymigrate portal excels by containing all relevant information and documentation with speed and automated processes. You can simply have more data available at your fingertips. Need to refer back to a previous meeting? With our File Note and Activity features, everything’s there when you need it. You can engage with intelligent reports management, where your team can collect and store all relevant details and refer back to information or use smart form filling to automate processes and speed up your tasks.

Streamlined Collaboration

With Ezymigrate’s e-immigration software, we ensure total coordination between your team members, where you can hand over cases, utilising our Processing Person Feature, and retain client confidentiality. Our Case Management System is a key example of how we can transform your business, where you can streamline case processes and interact within your organisation effectively. Our portal is designed to be simple and effective so that you and your team can get up to speed quickly and benefit immediately from the system.

Enhance Your Records Management Today; Protecting Client Data and Streamlining Your Processes

Choose Ezymigrate as your software solution for immigration consultancy. Housing an expert, independent software development team and our leading immigration CRM, we present tailored solutions to standardise your processes and manage cases with ease.

With the immigration advisory industry’s sensitivity to data protection and privacy, our customisable, secure system has been received well by our clientele. So, book a 30-minute demo from me, and start making your business more efficient today.