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"The organizational capabilities of SmartOffice are phenomenal…you’ll impress the heck out of people by doing what you say when you say—every time."

Chuck Ebersole CFP, ChFC, CLU | 32-year member MDRT
Co-founder and Partner

Challenges

  • Move from a Windows-based solution to gain anytime, anywhere access
  • Track the progress of every client as they move through the sales process
  • Provide infallible tracking and protection for client information
  • Help clients make the best decisions using performance reports

Solutions

  • SmartOffice Premier Edition
  • SmartInvestments and SmartPolicies
  • SmartOpportunities to drive client activity management
  • SmartPDA & SmartMobile-Palm for handheld data access
  • SmartLink integration with DST for performance reporting

Results

  • Successfully transitioned 26 years of client records into a 12G SmartOffice database
    (largest single retail conversion in Ebix CRM’s history)
  • Provide timely performance reports so clients can evaluate fund performance and
    rates of return
  • Predictably follow up on every activity so nothing falls through the cracks
  • Maintain comprehensive online client records, including all client documents
  • Obtain rate of return for any given fund in 60 seconds — with little or no effort

Foord, Van Bruggen, Ebersole and Pajak, one of the top financial planning firms in Sacramento, California, offers fee-based financial and estate planning and investment management. Partner Chuck Ebersole has been using Ebix CRM solutions for more than 20 years. He and his two assistants have been using SmartOffice since 2006. For more information, visit www.thewealthandbeyondprogram.com .

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