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What is The BusinessOptics Platform?

BusinessOptics partnered closely with the FNB Life team to create a revolutionary tool that assessed customer circumstances and goals, forecasted their income statements and balance sheets under various risk scenarios, identified their insurance requirements, and balanced coverage needs with affordability. This cutting-edge solution not only provided essential support and direction for sales intermediaries but also established a cohesive platform for self-service digital advice. Through detailed analytics and reporting, the tool enabled the early detection of usability and operational challenges, leading to a notable improvement in key performance indicators such as average premium and persistency rates. The teamwork culminated in multiple innovation awards, recognizing this trailblazing solution that redefined industry standards. Furthermore, the initiative illustrated how technology could significantly enhance customer service and propel business growth, paving the way for future advancements in the sector. Overall, this successful collaboration highlights the importance of innovation in meeting evolving customer needs.

What is AdviceSheet?

AdviceSheet provides an innovative alternative to standard 360° performance assessments for teams. It was developed in response to our frustrations with traditional 360 reviews, which often emphasize numerical ratings but lack the actionable insights necessary for real improvement. This tool encourages meaningful discussions by offering a comprehensive feedback mechanism. Inside AdviceSheet, you will find 13 thoughtfully designed questions that help uncover individual strengths while also pinpointing areas for growth and potential challenges from various perspectives. This holistic approach ultimately supports both personal and professional development. The reports generated through AdviceSheet are rich with constructive suggestions and valuable feedback, making them instrumental for growth. A notable feature of this tool is that it allows the person receiving feedback to actively engage in the process, thereby transforming it into a more interactive and impactful experience. By fostering self-awareness, this method also plays a crucial role in creating a more collaborative and encouraging team atmosphere, enhancing overall productivity and morale.

Media

Media

Integrations Supported

Breathe

Integrations Supported

Breathe

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$24 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BusinessOptics

Date Founded

2010

Company Location

United States

Company Website

www.businessoptics.biz

Company Facts

Organization Name

AdviceSheet

Date Founded

2020

Company Website

advicesheet.com

Categories and 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

Categories and Features

360 Degree Feedback

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

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