SmartOffice
for Advisors & Agents

Client Success Stories

A History of Smartoffice Serving
the Wealth Management Industry
Frank Seneco
President, Seneco & Associates

"A powerful system geared specifically for financial services professionals, SmartOffice will keep you organized, in touch, and on track—all to increase your production."

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Client Success Stories
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
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

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SmartOffice is part of the Zinnia Life & Annuity Solution.
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