On the 10th of October, the new Centraal Beheer financial advice application “Efficient Advice” went live. The goal of the project was to achieve significant reduction in the time spent on advice.
In the first phase of the project, released January 2016, a time reduction of 1 hour and 15 minutes was achieved. The method was the goal-oriented restructuring of the advice proces. In the old proces, 218 questions were asked. After the phase 1 proces, there are 138 questions left (-80), which is a reduction in questions of 37%.
In the second phase of the project, the goal is to achieve an additional time reduction of 30 minutes (for a total of 1 hour and 45 minutes, about 40% of the original proces time). To achieve this goal, the collection of the necessary client data is done through self-service. This data is sent back to Achmea and automatically analysed by Match. Match recommends a particular advice, which can be tailored by the advisor. Measurements are underway to determine if phase 2 achieved its 30 minutes of proces improvement.
In addition to the proces optimalisation, the Efficient Advice application now also generates complete advice reports in the new Centraal Beheer style (see below). Compliance has indicated that the application assures a minimum quality and that failing grades for advice reports should now be a thing of the past.