Challenges
- Increase
efficiency to ‘do more with less’
due to reduction in support staff
- Deliver
high client service levels to drive
referrals
- Staff
needed to multi-task while remaining
100% focused on critical tasks
- Ability to
quickly locate and access emails,
activity history, documents, and
other necessary information
- Find ways
to support established workflows
that are unique to the practice
- Work
quickly to address urgent ‘right
now’ requests by the producers while
staying on track and avoiding errors
- Access
information from home via the web to
support a remote working environment
- Ensure
business continuity in case of fire
or other disaster by eliminating
risk of data loss
Solutions
-
CAI SmartOffice Package:
- Client Data Tracking & Searching
- Calendar & Activity Management
- Microsoft Office Integration
- User Defined Homepage
- Household Tracking
- Marketing Management
- Investment Tracking
- Investment Download from Albridge
- Policy Tracking
- Dynamic Reporting
- Smartphone Access
-
Ebix CRM one-on-one training
sessions
- 4 weekly one-hour sessions
-
Ebix CRM conversion services
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Results
-
Automation and the ability to
quickly access information has
helped the support team accomplish
more each day with fewer resources
-
Higher service levels and more
referred business due to automated
client outreach that supports
timely, targeted, and personalized
communication
-
Activities management supports
completion of planned daily workload
and coordination between the
producers and staff, despite
constant interruptions
-
All client information—from activity
history to call notes to related
documents—is now consolidated and
accessible from within each contact
record
-
User-defined homepages provide
focused visibility into the things
that matter most (producer-oriented
reports vs. staff-oriented reports)
-
With summer work schedules, remote
access via the web allowed staff to
work from home and avoid build up of
work in the office
-
Focused training for the staff
provided significant
proficiency improvements and
identified how SmartOffice can
efficiently support unique business
requirements
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