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Richard C.
Clouse, Jr., CRPS, AIF
"SmartOffice makes it easy to build stronger
relationships by helping me keep track of my clients."
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Challenges
- Move from
a Windows-based solution to gain
anytime, anywhere data access
- Boost
accountability to help ensure each
team member is focused on the most
important tasks
- Increase
organization across the business to
reduce
redundant processes
- Provide
clients with confidence that their
sensitive information is safe from
theft
and disaster
Solutions
-
SmartOffice Premier Edition
for
Agency Management
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SmartInvestments and SmartPolicies
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SmartCaseManager for pending
case
management
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SmartWholesaler to grow third-party
distribution channels
- SmartPDA
for mobile data access
- Microsoft
Outlook integration
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Integration with Albridge Web
Services for investment account
updates
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Integration with Quik!Forms for
forms management and filling
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DataXchange Online to streamline
carrier communications
- Leveraged
Ebix CRM Business Consulting Group
for in-depth
training and add-on functionality
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Results
- 80% of all staff activity
originates—and is recorded—in SmartOffice
- Staff is much more
efficient and follows a predictable, organized
workflow
- Notable increase in client
satisfaction levels
- Deliver more targeted
client communication and mass email campaigns
- Phone system integration
supports tracking of outgoing calls
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Richard Clouse works to assist clients
with implementing insurance and financial strategies to
meet their retirement, estate, and business planning
objectives including business continuation and
charitable giving plans. His number-one goal in dealing
with clients is to provide the highest level of service
possible. Through consistent effort and a reputation for
integrity, he has helped build a solid base of satisfied
clients across 34 states. Ric has been using Ebix CRM
solutions since 1995 and transitioned to SmartOffice in
2007. |
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