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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
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SmartInvestments for investment
tracking
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SmartPolicies for policy tracking
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SmartLink for Albridge
- SmartPDA
for mobile data access
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Online FastClasses for ongoing
training
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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
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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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