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Alan Kaye
Insurance Agency
"The ability to access all of our data and share
it
among ourselves using SmartOffice has been a
godsend."
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Alan Kaye
Owner
Alan Kaye Insurance Agency
Principal
Barry Kaye Associates |
Challenges
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Consolidate client information from
four separate systems into a single
place
- Use CRM
capabilities to identify reasons for
client contact
- Bolster
team communication and collaboration
across multiple states
- Gain
extensive search capabilities to
better utilize client data
- Extract
data from separate systems into
Excel to view current pending cases
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Solutions
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SmartOffice Premier Edition
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Microsoft Outlook integration
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Activity Management
- Document
Administration
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SmartCaseManager for pending
case
management
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Results
- Information from disparate
systems is now consolidated into a single database
- Assurance that anyone on
the staff — regardless of their physical location —
can
address client questions and issues on the spot
- Increased search
capabilities to identify clients who need attention
or who are ripe
for up-selling
- Improved management of
sales processes using a predictable activity
workflow
- Increased reporting
capabilities by having data in one system and
placing case management reports on the home
page
- Ability to create, send,
and store all client communication in a single
location
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Alan Kaye Insurance Agency, Inc. is a
life insurance specialist. Our customized programs are
designed to help grow and conserve your wealth by
delivering
an unprecedented level of personalized service, creative
planning, and “out of the box” thinking. Alan and his
15-person staff switched from a combination of ACT!,
Contact Partner, FileMaker Pro, and LaserFiche to
SmartOffice in 2008. For more information, visit
www.alankayeins.com. |
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