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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

AdviceSheet serves as an alternative to traditional 360° performance evaluations for teams. Born from our dissatisfaction with the conventional 360 reviews that prioritize numeric scores yet fail to provide actionable insights, we created this tool to foster meaningful conversations through comprehensive feedback. Within AdviceSheet, you will discover a collection of 13 carefully crafted questions aimed at extracting insights about individuals’ strengths while also identifying areas for improvement and potential issues from diverse viewpoints, ultimately aiding personal and professional growth. The reports generated by AdviceSheet are filled with constructive advice and thoughtful feedback that offer significant value. Furthermore, one of the standout features is that it empowers the individual being reviewed to take control of the feedback process, making it a more engaging and effective experience. This approach not only enhances self-awareness but also contributes to a more supportive team environment.

Description

BusinessOptics worked hand-in-hand with the FNB Life team to develop a groundbreaking tool that evaluated customers' situations and aspirations, projected their income statements and balance sheets into the future under various risk scenarios, determined their insurance needs, and balanced affordability with necessary coverage. This innovative solution offered vital support and guidance for sales intermediaries while also creating a unified platform for self-service digital advice. Comprehensive analytics and reporting facilitated the early identification of usability and operational issues, showcasing a significant positive impact on key metrics, including average premium and persistency rates. The collaborative effort resulted in the team receiving multiple innovation awards for this pioneering solution, which set a new standard within the industry. Ultimately, the project demonstrated the potential of technology to enhance customer service and drive business success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Breathe

Integrations

Breathe

Pricing Details

$24 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AdviceSheet

Founded

2020

Website

advicesheet.com

Vendor Details

Company Name

BusinessOptics

Founded

2010

Country

United States

Website

www.businessoptics.biz

Product Features

360 Degree Feedback

Dashboard
Feedback / Surveys
Progress Tracking
Question Library
Rater Selection
Self Service Portal
Supports External Reviewers

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

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