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Client Success Stories

Alan Kaye Insurance Agency

"The ability to access all of our data and share it
among ourselves using SmartOffice has been a godsend."

Alan Kaye | Owner & Principal
Barry Kaye Associates

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Challenges
 
  • 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
Solutions
 
  • SmartOffice Premier Edition
  • Microsoft Outlook integration
  • Activity Management
  • Document Administration
  • SmartCaseManager for pending
    case management
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
 
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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