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“SmartOffice
extends our team to the point that it’s literally like adding
another person—or more—to our team, without the added expense.”
William T. Wright, CFP
President &
Founder
Financial Professionals Groupp> |
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SmartOffice
Agency Management System (AMS)
SmartOffice AMS for BGAs is designed
to streamline and manage the complexities of your
brokerage operation.
The solution delivers superior managerial reporting,
powerful case management, complete marketing and sales
tools, and a fully-integrated CRM. By linking
your back office case managers with your front office
sales team, SmartOffice can help reduce case processing
time, identify new sales opportunities, and ensure the
highest level of client service. |
Learn more about
SmartOffice
- 05.08.12 |
11am PST [click
to register]
SmartOffice for Brokerage General Agencies
Presented by Tony Wang
- 05.22.12 |
11am PST [click
to register]
SmartOffice for Brokerage General Agencies
Presented by Adam Schitea
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