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J-MAR
Associates Insurance Services
"SmartOffice gave us the functionality we needed
from
a vendor we knew we could trust."
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Marc Jacoby
President & Owner
J-Mar Associates
Insurance Services |
Challenges
- Identify a
web-based solution that delivered
the same industry-specific benefits
as the current
Windows-based solution
- Access
detailed client information from any
U.S. location
- Support
for new business processing,
householding, and investment and
policy tracking
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Solutions
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SmartOffice Premier Edition for
Financial Advisors
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SmartCaseManager to manage pending
cases
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SmartPolicies to track and manage
multi-line business
- Microsoft
Outlook integration
- Online
client journal (SmartPad™)
to ensure top client service and
compliance
- E-Z Data
online training library
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Results
- Advisors nationwide have
24/7 access to their vital client information
- Integration with Microsoft®
Word and Outlook helps streamline business processes
- Ability to scan all
documents and link them to a contact record online
saves space and
guarantees that every piece of client information is
accessible from anywhere, anytime
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J-MAR Associates Insurance Services,
located in Los Angeles, provides complete financial
planning advisory services, including personal and
business investment planning, retirement planning, and
employee benefit programs. President Marc Jacoby is a
30-year industry veteran, serving as a member of
numerous trade associations and the State Insurance
Commission. Named "Man of the Decade," he is an honorary
Senate Commissioner of the State of California for Life
Insurance. After using Ebix CRMs Windows-based Client
Data System® for more than a decade, Jacoby’s firm moved
to SmartOffice in 2004. |
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