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Client Success Stories

The Caldara Company

"SmartOffice makes me a major league player.
 The differences between SmartOffice and other
 systems are enormous."

Steve Caldara
President & Principal
Member: MDRT, NAIFA, Advisory Council for The Leaders Group

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Challenges
 
  • Capitalize on the power of database marketing to support a 100% referral-based practice
  • Segment contacts by type to focus on the right people at the right time
  • Proactively reach out to clients and ensure no activities fall through the cracks
  • Manage and track referrals to ensure continued growth
  • Increase reporting capabilities and workflow efficiencies
  • Effectively track referrals for business partners (estate planning attorneys, CPAs, mortgage brokers, etc.)
Solutions
 
  • SmartOffice Premier Edition
  • SmartPolicies for policy tracking
  • SmartLink for Laser App
  • Ebix CRM one-on-one training sessions
  • Currently adding SmartInvestments for investment tracking

 

Results
 
  • Targeted marketing outreach has helped maintain 60% new business income from existing clients
  • Proactive client contact has made it easier to maintain trust—even in a down market
  • Automated alerts help ensure client relationships are constantly ‘watered’ for growth
  • Client segmentation by type (client/prospect/suspect) and subtype (proven/probable/unconfirmed/unwilling to provide referrals) ensures proper focus and use of resources
  • Able to easily track and monitor joint activity with trusted business partners
  • Access to online training has reduced training requirements for new personnel
 
The Caldara Company provides full-service financial planning, including ‘offensive’ products such as mutual funds, variable annuities, and fixed indexed annuities, and ‘defensive’ products such as life, disability, and, long term care insurance. Steve and his team transitioned from Advisors Assistant to SmartOffice in 2006. The Caldara Company offers securities through The Leaders Group, Inc.
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