Technology

Grimley Financial Corporation utilizes the latest in Microsoft Software as the backbone for their Information Technology needs. With extensive security software in place, the integrity of our data and client information holds a consistant top level of confidentiality and protection through the use of a disaster recovery plan as well as malware software measures to ensure that information is upheld to a strict level of security. By staying on top of new and emerging security systems and disaster recovery strategies, GFC is always ahead of the curve when it comes to maintaining secure data and keeping peace of mind with your most important asset, your client information.

Grimley Financial Corporation has undertaken a significant initiative to upgrade and enhance the technical and operational processes. Below is a brief description of each upgrade:

• Increased data security.  We have added several network filtering devices.  These devices increase our ability to monitor for intrusion detection, SPAM, malware and viruses.
• Telephone system.  We have installed an upgraded telephone system.  Our new Avaya system allows us to monitor and record all inbound and outbound calls that our agents handle.
• Message broadcasting.  Automated messaging allows us to more deeply saturate accounts that have low probability of return, thereby increasing results.
• Virtual dialer.  We have invested in a cutting edge, industry leading predictive dialing system.  Our dialer is Internet based, utilizing VOIP technology.  The product is stretch to fit, allowing for us to immediately expand our capabilities in response to client demands / placement volumes.  This dialer increases our right party contacts (RPC) dramatically.
• Account segmentation.  We have migrated to a specialist environment that puts similar skill set agents in teams.  Accounts are routed to teams based on self pay or insurance designation.  (skills based routing)