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Seneco & Associates, Inc.

"A powerful system geared specifically for financial services professionals, SmartOffice will keep you organized, in touch, and on track—all to increase
your production."

Frank W. Seneco | President | Seneco & Associates
Principal | First Financial Resources

Challenges

Stay on top of more than 1,000 individual and business contacts
Track and maintain online access to myriad insurance-related documents
Deliver high-touch client service and fail proof follow-up
Gain visibility into the current status of the pending case 'mill' for multiple carriers

Solutions

SmartOffice Premier Edition
for Agency Management
SmartInvestments and SmartPolicies
SmartCaseManager for pending case management
SmartWholesaler to grow third-party distribution channels
SmartPDA for mobile data access
Microsoft Outlook integration
Integration with Albridge Web Services for investment account updates
Integration with Quik!Forms for forms management
and filling
DataXchange Online to streamline carrier communications
Leveraged Ebix CRM Business Consulting Group for in-depth training and add-on functionality

Results

80% of all staff activity originates—and is recorded—in SmartOffice
Staff is much more efficient and follows a predictable, organized workflow
Notable increase in client satisfaction levels
Deliver more targeted client communication and mass email campaigns
Phone system integration supports tracking of outgoing calls

Seneco & Associates, Inc. is recognized as a leading Advanced Planning Firm in the US with a specialty in structuring sophisticated life insurance solutions. President Frank W. Seneco works with families interested in enhancing their assets and tax efficiently transferring their wealth to the next generation. Seneco and his three-person staff have been using SmartOffice since 2003.