David E Zeller Insurance Agency, Inc.

CONTACT: DAVID E. ZELLER, PRESIDENT

At a Glance

Sector: Insurance

Product Installed: TMS (Time and Attendance software)

Client Objectives: Accurately manage attendance, reduce costs, streamline processes and reduce administration time

They say: Functionality has exceeded our expectations, giving complete visibility and bringing operational and financial benefits

Need to Streamline Processes

Located in Lynn, Massachusetts, David E. Zeller Insurance Agency, Inc. is an independent insurance agency dedicated to providing all types of quality personal and commercial insurance programs. The company installed Advance Systems time and attendance software, TMS in 2009.

"Before we bought TMS we used homemade Excel spreadsheets and paper-based systems to record employee time & attendance, absences and vacations. It was time consuming to keep track of work schedules, vacations and requests for time off without causing conflicts and it was impossible to manage attendance accurately. We needed a system to streamline the recording of attendance, personal data, and entitlements as well as providing a complete HR solution."

Excellent Industry Knowledge

"From our first call to Advance Systems, we were impressed with their level of efficiency. Their response to any type of question was not only productive but informative. Advance Systems consistently gave us advice and recommendations based on our specific agency requirements and organizational structure. Having installed TMS in other insurance companies, they had an excellent knowledge of the industry and made practical suggestions as to what would work best. It was clear that TMS touched all the bases and we knew Advance Systems would work with us to achieve what we intended and more."

Reports Give Complete Visibility

"The functionality in TMS went beyond our expectations and has improved our HR processes dramatically. TMS records employee details, absences, attendance, vacations and entitlements. It's a brilliant color-coded system allowing us to see at a glance who is late, who is not in work, how many vacations people have taken and to track attendance in general. It gives me complete visibility and records all the information we need for each employee and department. We pull reports from TMS all the time now and we are far more aware of attendance tracking and the savings it can bring when monitored properly."

Eliminates Time Wasting

"Employees register attendance at their PC as soon as they turn it on. They can request vacations automatically from their desk, and we can automatically authorize or decline these requests. This has removed so much of the manual input that was involved before as well as eliminating the time wasted by physically visiting the personnel department. With each employee being able to see their entitlements from their PC it means we are not constantly being asked about entitlements remaining. TMS allows us to ensure that we are going to have enough coverage when people are planning vacations."

Increased HR Efficiency

"We also use TMS for tracking employee training records, previously we used spreadsheets and it was just so confusing. Now it really couldn't be simpler or easier to manage. It is unbelievable how much easier it is to manage the HR administration side of our business now. The fact that TMS took just one day to install and one day for complete system training was an added bonus."

Financial Benefits

"TMS has made managing our employees activities far easier and completely removes any element of human error. With TMS we are certain that our attendance information is 100% accurate. I would recommend TMS to any organization that wants to streamline processes and improve efficiencies. The operational benefits are instantly clear to see and the financial benefits are easy to calculate."

TMS Exceeded Expectations

"A very good working relationship has developed between our two companies. We consistently remark how efficient and helpful everyone at Advance Systems is. I think the world of the product, the staff and the company. The after sales service from Advance Systems Support Center is always immediate. We can be certain that all our calls will be treated with urgency.

Few companies are able to deliver more than they actually promise and I can honestly say that in every area, Advance Systems' TMS has exceeded all my expectations!"