The Challenge

A network of colleges in Texas needed to answer questions about financial aid from over 60,000 students spread across multiple campuses. The inquiries were about a variety of financial aid topics, including FAFSA, federal student loan programs, verification and award information.

  • Each year from March – August, the main switchboard was inundated with over 10,000 financial aid calls a month.
  • The college network needed to handle the seasonal spikes in call volume efficiently without sacrificing student service.
  • A comprehensive agent training program was needed to improve efficiencies and responsiveness, which had been averaging below 50%.

Our Insights

Ë®ÏÉÖ±²¥ analyzed the reasons for student calls to determine trends and proactively prepare solutions.

We developed a strategy to promote the self-service portal which diverted students to the website for answers to simple questions.

The insights were designed to reduce customer effort and increase efficiency and customer satisfaction.

Our Approach

The Ë®ÏÉÖ±²¥ contact center team worked with the colleges to develop a solution that included:

  • Creating an agent performance assessment, documented college practices and customer service standards.
  • Training a dedicated team to handle inbound calls from all campuses.
  • Accessing the colleges’ database system so call center reps could proactively identify issues that could impact aid and address those concerns.
  • Gathering additional relevant input from callers.

The Results

As a result of this new contact center strategy, the colleges effectively responded to financial aid inquiries and gathered data to facilitate continuous improvement.

  • In one academic year, Ë®ÏÉÖ±²¥ agents handled over 80,000 calls with an efficiency level of 91.2% – an efficiency improvement of nearly 100%.
  • Results included a 75% decrease in students making multiple calls, dropping from 40,000 to an average of 5,000-15,000.
  • Customer service was improved through call center activity reporting, including agent performance.

80,000+

Calls handled by agents

91.2%

Efficiency level

75% decrease

Multiple calls by students

40,000 less

Calls to 5,000-15,000