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Get
personal.
Build trust.
Keep your clients on track.
Get SmartOffice today with
a savings of
50% or more!
Mention
your
GAFRI affiliation
to find out if you are eligible for
these additional special deals.
Click here
to register for a SmartOffice webinar |
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You can
locate the recorded webinar on
www.gafri.com under the Training
tab. Then, select the
Learning Center Tab. Once you're
in the Learning Center section,
scroll down and toward the
bottom of the page you will see
the link to click on SmartOffice
EbixExchange. Once you click on
this link, a recorded
presentation will open. |
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How would your business change if
SmartOffice helped you to: |
• Build stronger,
more profitable client relationships
• Quickly
and easily track your clients' policies
and investments
• Uncover new
opportunities with existing customers
• Improve client
retention and safeguard your book of business
• Share data
with Financial Profiles, MoneyGuidePro,
& Morningstar
• Do business
from anywhere, anytime via the web or your
Smartphone |
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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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to learn about
SmartOffice
Packages for GAFRI,
or call
Tuvy Le, Account Representative,
at 626-585-3505 x7347
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Learn how
these GAFRI reps and admin use SmartOffice:
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“As
a case manager at an FMO I
process and manage hundreds of
applications. SmartOffice has
allowed me to organize all of my
cases and provide better service
to our agents.”
Eva Branch
Life Marketing Support
American Financial |
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“Contacts,
schedules, reminders, client
records, account information,
meeting notes, follow ups …
successfully managing ALL of
this information is necessary
for on-going success in the
Financial Services industry.
SmartOffice seamlessly
integrates all of these
important tasks into an easily
manageable system.”
Wade Ritchie LLC
Great Lakes Legacy Group |
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