How Idea Immigration Transformed Their Operations with Visaflo's Custom Solutions
Client Overview
Idea Immigration, an established immigration consultancy based in Surrey, BC, has been assisting with immigration processes since 2011. With additional branches in Kelowna, BC and Regina, SK, they've processed over 2,000 cases, achieving a 99% success rate. Their consistent performance has built them a solid reputation in the industry.
The Challenge: Seeking Digital Efficiency
Before adopting Visaflo, Idea Immigration was already a solid performer in the immigration consultancy field. However, they recognized the need to further improve their efficiency and reduce manual processes through digital solutions.
Since they relied on Word or PDF intake forms, often receiving handwritten information or details scattered across platforms like WhatsApp. This approach was neither user-friendly nor efficient, leading to errors and time-consuming follow-ups.
Initially, Idea Immigration used Officio, a Canadian immigration software, but found its interface created a learning curve and required manual selection of forms for specific cases, such as study permits. These factors prompted the search for a more streamlined and digitalized solution.
The Visaflo Solution: Tailored and Efficient
Visaflo's cloud-based Canadian immigration software addressed Idea Immigration's challenges. The platform offered an interface with a lower learning curve, custom-developed features, and responsive customer support.
Key custom solutions implemented for Idea Immigration included:
Check-in Tablets: Installed at the reception, these tablets improved client information management, allowing easier tracking and access through the Visaflo dashboard.
Custom Retainer/Invoice Generation: Automating financial processes for improved efficiency.
Visa Expiry Reminders: Automatic reminders to both the client and user when visa expiry is near.
Benefits and Improvements
The impact of Visaflo on Idea Immigration's operations was notable:
Time Savings: Form-filling time was reduced 50% from 1 hour to 30 minutes per case.
Visaflo also autogenerates a separate history document when the client’s history goes over the preset IMM form rows:
Error Reduction: Visaflo's unified questionnaire for all IMM forms decreased inconsistencies across repetitive questions, reducing errors and the need for extensive final reviews.
Streamlined Client Follow-ups: Automatic reminders eliminated the need for weekly manual follow-ups with clients.
Transition and Ongoing Support
The transition to Visaflo was straightforward. After a 10-minute demo session, the Idea Immigration team began using the platform. Visaflo's customer support helped minimize disruption during implementation.
Visaflo's approach to development means that feedback from weekly visits is implemented promptly, and new features are released weekly, addressing client needs. The Visaflo team conducts weekly follow-ups with all Idea Immigration branches to optimize the platform's use.
Security and Compliance
Visaflo prioritizes data security, storing user information securely and adhering to privacy standards. The company does not sell, rent, or lease customer lists to third parties. For detailed information, users can refer to Visaflo's privacy policy at https://vflo.app/privacy.
Client Testimonial
Kanwar from Idea Immigration shares his experience:
"Visaflo has significantly improved our operations. The custom features, particularly the check-in tablets and automated form-filling, have streamlined our processes effectively. The design and support team have made the transition smooth. We've seen a reduction in time spent on repetitive tasks, allowing us to focus more on our clients' needs."
Future Outlook
As Visaflo continues to expand its case coverage, Idea Immigration plans to fully integrate all client processing and management through the platform. This integration aims to further improve their service quality and operational efficiency.
Experience Visaflo
To learn more about how Visaflo can benefit your immigration consultancy, request a demo through http://calendly.com/ygong-vflo/visaflo-demo.
A 4-week free trial is available for new users.