Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Japanese Site Contact Us


Client Success Stories

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

Request Information

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.
Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback