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Client Success Stories

Advisors Financial Group, Inc.

"SmartOffice helps me sleep better at night knowing
  that every piece of client history is at my fingertips."

Greg Patterson CLU, ChFC, CFP®
Advisors Financial Group, Inc. | MDRT Top of the Table member
Registered Principal with OSJ Responsibilities

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Challenges
 
  • Link each business partner (advisors, P&C agents, brokers) to the clients they’ve referred for joint work
  • Save time and resources by support existing processes using industry-specific tools
  • Effectively manage 500+ clients using a single, centralized repository for all records
  • Eliminate the manual processes required to manage documents in Microsoft® Outlook
  • Simplify compliance with complete, trackable communication records
  • Predictably and proactively reach out to clients and referring business partners
Solutions
 
  • SmartOffice Premier Edition
  • SmartInvestments for investment tracking
  • SmartPolicies for policy tracking
  • SmartLink for Albridge
  • SmartPDA for mobile data access
  • Online FastClasses for ongoing training

 

Results
 
  • 24/7 access to all client information in one location, including contact information, applications
    and e-documents, and communication history
  • Ability to link new policy and investment files directly to each client record
  • Can easily locate specific information without using a third-party search engine
  • Directly feed data from SmartOffice into Outlook for ease of use on Blackberry
  • View online FastClasses to continue to learn new ways to apply SmartOffice to the business
 
Advisors Financial Group provides product, service, and sales support to insurance and investment professionals to help them better serve their clients and achieve a competitive edge. Greg and his team began using SmartOffice in 2008.
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