Automate Your Scheduling With ZoneIt

ABOUT

ZoneIt is “an intelligent appointment scheduling solution”. It’s also designed to ensure you can get up and running fast, with minimal fuss. It is scalable for large and small businesses or even solo wholesalers. ZoneIt integrates with your existing CMS to provide a seamless scheduling tool to streamline your scheduling with no changes your normal business processes.

The process with this scheduling software is as simple as 1-2-3. ZoneIt will assist in the territory management and calendaring process to build the wholesalers calendar in the most efficient and effective way possible. Using it's configurable proprietary algorithm, ZoneIt can evaluate who you should schedule meetings with next then help build your day around those appointments.

Lightweight and simple to use, ZoneIt offers plenty of benefits. It is Easy, Effective, Efficient and Expandable. ZoneIt is a configurable solution to match your requirements and can also be extended with custom developed modules.

MANAGEMENT

Apple

Alissa Davis

Alissa Davis, Founder and President of Appointment Resources since 1999 Appointment Resources is one of the leading financial scheduling firms in North America today.

Appointment Resources' commitment to training and providing a team of professional scheduling specialists has a proven business success method that has delivered maximum sales results for national sales managers, wholesalers, and financial advisors.

Alissa has grown up in Texas and although she spends much of her time working, she enjoys raising her daughter on a small Texas farm. Some of her outside interests are riding horses, all water sports, cooking and traveling.

Apple

Ryan Muller

Ryan has been in the Investment Management Business for over 27 years. Working at Merrill Lynch, Allianz/PIMCO, and AXA, he has expertise in portfolio management, derivatives, and private equity.

In his career, Ryan has been very involved in the creation of some of the most successful financial distribution organizations as well as many investment products with the companies he worked with.

Also originally from New Jersey, Ryan graduated from the University of Rhode Island with a BA in Economics. He resides in Austin, TX with his wife Leigh and two children. Ryan's outside interests include fitness, cooking and all types of fishing.