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eAppoint
The eAppoint Module

 

Evaluating advisor appointments and their effectiveness

 

 

When reviewing an advisor, schemes need objective data from the whole period of the review, not just a subjective view on how they feel about the advisor at the review date.

 

 

Our Solution:

 

eAppoint allows people to continuously feedback on advisors. It even prompts Trustees to fill out a feedback form after each meeting on the advisors that supported the meeting. It then collects all of that data and presents it when you review the appointment.

 
 
 

 

Objection: We can keep track of advisor data ourselves on a spreadsheet.

 

eShare reduces the workload and ensures consistency of advisor reviews, by automatically collating performance data on advisors and presenting it, and even managing the action plan. Also, you can automatically track how promptly advisors complete post meeting actions and other activities which will then also feed into the review for that advisor.