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"SmartOffice helps me sleep better at night knowing that every piece of client history is at my fingertips."

Greg Patterson CLU, ChFC, CFP®
Advisors Financial Group, Inc. | MDRT Top of the Table member
Registered Principal with OSJ Responsibilities

Challenges

  • Link each business partner (advisors, P&C agents, brokers) to the clients they’ve referred for joint work
  • Save time and resources by support existing processes using industry-specific tools
  • Effectively manage 500+ clients using a single, centralized repository for all records
  • Eliminate the manual processes required to manage documents in Microsoft® Outlook
  • Simplify compliance with complete, trackable communication records
  • Predictably and proactively reach out to clients and referring business partners

Solutions

  • SmartOffice Premier Edition
  • SmartInvestments for investment tracking
  • SmartPolicies for policy tracking
  • SmartLink for Albridge
  • SmartPDA for mobile data access
  • Online FastClasses for ongoing training

Results

  • 24/7 access to all client information in one location, including contact information, applications and e-documents, and communication history
  • Ability to link new policy and investment files directly to each client record
  • Can easily locate specific information without using a third-party search engine
  • Directly feed data from SmartOffice into Outlook for ease of use on Blackberry
  • View online FastClasses to continue to learn new ways to apply SmartOffice to the business
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