Challenges
- Coordinate
activities among producers and
staff, all of whom are often out of
the office
-
Consolidate all activities and tasks
from various diverse locations into
a single system
- Develop a
more streamlined, effective process
for client communication
- Find a
more effective way to turn basic
client data into meaningful and
actionable information
- Automate
the process of client segmentation
and evaluation to drive better
service
- Ability to
address immediate action items
without neglecting daily tasks
- Ensure
that shared tasks are not duplicated
— or left to fall through the cracks
- Ensure
business continuity in case of fire
or other disaster by eliminating
risk of data loss
Solutions
-
CAI SmartOffice Package:
- Client Data Tracking & Searching
- Calendar & Activity Management
- Microsoft Office Integration
- User Defined Homepage
- Household Tracking
- Marketing Management
- Investment Tracking
- Investment Download from Albridge
- Policy Tracking
- Dynamic Reporting
- Blackberry Access
-
Ebix CRM one-on-one training
sessions
- 4 weekly one-hour sessions
-
Ebix CRM conversion services
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Results
- Ebix CRM
team made the conversion process
from ACT ! to SmartOffice less
difficult than anticipated
- Able to
mine and leverage all layers client
data to create valuable, actionable
tasks
- Staff is
able to proactively plan action
items using the user configured
SmartOffice Home Page
- Recently
completed client segmentation
exercise enables more effective
reporting and targeted marketing
- Save
significant time by streamlining
basic tasks such as generating
newsletters, mailings/labels, email
blasts, and individual client
communication
- Improved
service by putting information at
everyone’s fingertips, particularly
to 401K clients with whom they have
infrequent communication
- Working
toward fully leveraging SmartLink
for Albridge to deliver immediate
advice using one-touch access to the
client’s complete investment profile
- Activity
management tools make it possible to
stay focused on the big picture even
when interrupted with urgent tasks
- Transition
to a web-based system ensures
disaster recovery by fully
protecting valuable data
- Data is
accessible from anywhere, anytime—by all team members
- Principal stays connected with the
staff by accessing
client data, appointments, and
activities using a Blackberry
- One-on-one training created a
learning environment for the staff
to identify how to increase the
business efficiency by using
SmartOffice
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