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"SmartOffice makes it easy to build stronger relationships by helping me keep track of my clients."

Challenges

  • Move from a Windows-based solution to gain anytime, anywhere data access
  • Boost accountability to help ensure each team member is focused on the most important tasks
  • Increase organization across the business to reduce redundant processes
  • Provide clients with confidence that their sensitive information is safe from theft
    and disaster

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

Richard Clouse works to assist clients with implementing insurance and financial strategies to meet their retirement, estate, and business planning objectives including business continuation and charitable giving plans. His number-one goal in dealing with clients is to provide the highest level of service possible. Through consistent effort and a reputation for integrity, he has helped build a solid base of satisfied clients across 34 states. Ric has been using Ebix CRM solutions since 1995 and transitioned to SmartOffice in 2007.

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