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SMARTOFFICE CRM
for
Insurance Agents and Financial Advisors
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05.23.2012 |
11:00am PDT |
Chris Solorzano |
register |
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SmartOffice is the premier online CRM solution for insurance agents and
financial advisors, designed to address the very specific
needs of growing wealth management practices.
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Policy Tracking:
Track Life, DI, Medical, LTC,
Annuity, Group, Auto, Homeowner and Umbrella
policies. |
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Investment Tracking:
Easily track and manage client assets
to help grow a profitable managed account business.
Download investment data from multiple
custodians and clearing firms. |
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Commission Tracking:
Track and manage commissions from
application submission to payment, reducing lost
commissions. |
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Anywhere, Anytime:
Do business anytime via the web,
Blackberry, or iPhone. |
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Marketing & Sales:
Identify and act upon opportunities
with new and existing clients |
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Customer Service:
Deliver consistent value to retain
happy clients and generate referrals |
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Reporting:
Provide your clients with consolidated
financial reports |
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Compliance:
Reduce the liability and exposure
of your firm and control your sales processes and
practices |
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Tie it all together
to support your growing business |
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SmartOffice enables growing firms to manage multiple lines
of business and a large number of clients from anywhere,
anytime — all while increasing the personal level of service
that secures your position as your clients’ most trusted
financial advisor. An easy-to-use, industry-specific financial
advisor software solution, SmartOffice ties together the
diverse pieces of your business — people, process, and systems.
As a result, your entire office can do business faster,
and build and maintain strong client relationships that
drive more business.
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"SmartOffice
covers all the bases. For the agency and our advisors, it saves
time, speeds processes, and drives sales." |
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Erin Lee
Vice President
CPS Insurance Services
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"SmartOffice
makes it possible for me to deliver full-time results on a
part-time schedule." |
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Harriet Hall
Mammini Company
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"SmartOffice
makes it easy for us to stay
in top of mind with every one of our clients." |
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Gary Schwartz
President & CEO
Madison Planning Group
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