Veterans Financial, Inc.

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Industry : Financial Services
Fonality allows our office staff to more effectively manage our call volume.
- Emily Schwarz
President
About the Customer

Veterans Financial is the assisted living industry’s leading provider of
information about the Aid and Attendance Pension offered by the
Department of Veterans Affairs (VA). They work with more than 2,000
Independent and Assisted Living communities and Home Care Agencies
around the country.

Challenges:

• Improve departmental and customer communications
• Project a professional sound and feel to customers calling in
• Find a phone solution that could grow with their business
• Stay ahead of the competition by making customer contact a priority

The Solution:

• Unified Agent Edition for 21employees
• Auto Attendant, Name Directory & Music On Hold
• Voicemail
• Voicemail to Email
• Unlimited Extensions can be created with just a click of a mouse
• Call Forwarding assures employees they’ll never miss a call
• FindMe allows callers to find employees wherever they are: on cell phone,
at home, or at a branch office
• Unlimited Call Queues
• Skills Based Routing
• Lead Management Reporting feature provides precise reports on how
many minutes it takes agents to call a lead back