David E Zeller Insurance

Financial Services

Challenge

David E. Zeller Insurance Agency provides all types of personal, commercial, and life and health insurance to individuals and businesses. The insurer was recording employee time and attendance, absences, and vacation time with manual paper-based systems. This was a time-consuming process with a high risk of non-compliance and overpayment. Training is another fundamental part of employee management in the insurance industry. Educated customer service agents provide better customer service. Keeping track of agent records with manual spreadsheets meant that training and education was not being managed in a timely and cost-effective manner, resulting in inexperienced support teams.

 

What David E. Zeller Insurance needed was a solution that could:

  • Track, manage and control employee time and attendance to reduce payroll errors
  • Monitor accruals and track absence management to support compliance requirements
  • Accurately schedule employees by required skillsets and availability
  • Promote ongoing performance development with training reminders

Solution

Mitrefinch Time and Attendance Software has enabled David E. Zeller to streamline their management processes and increase efficiency, saving them both time and money. The insurer now has a full suite of HR tools to keep track of attendance, entitlements, employee records and training targets. With advanced employee rostering, managers can automate shift scheduling and ensure the right staff are assigned to the right shifts.

Absence management software enables them to control and mitigate employee absence by enforcing leave policies across the entire workforce. Management can now stay on track of employee training and maximize service quality with a centralized employee database and increased workforce visibility.