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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
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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
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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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