Contact Management
Store comprehensive contact information, demographic data and notes about your clients. Keep track of their financial goals, personal and professional milestones and more.
SmartOffice for Advisor Group Reps
As an advisor, your success depends on making your clients better off so that they place a high value on your services. And to do that, you need to understand their finances and needs better than they do. SmartOffice, the customer relationship management (CRM) solution from Ebix, was designed to help financial services professionals tackle those critical tasks.
Features: [Download Details and Special Advisor Group Pricing]
- Base System: Contact and Calendar Management, Client Journaling (SmartPad), E-Mail Archiving, Dynamic Reporting, Householding, Mass Correspondence & Marketing, Document Storage & Retrieval, and Microsoft® Integration (Word, Excel, and Outlook calendar & e-mail)
- Investment Account Tracking (SmartInvestments)
- Automated, Nightly Investment Download (Albridge®/Compass®)
- Insurance Tracking (SmartPolicies)
- Group Insurance Tracking (SmartGroupBenefits)
- Individual Commission Tracking (SmartCommissions – Lite)
- Sales/Workflow/Process Tracking (SmartOpportunities)
- Event Management (SmartSeminars)
- Mobility Options (Phone, Tablet, and Mac access)
- Integrations include: LaserApp®, eMoney®, eFile Cabinet®, and many more.
- Exchange Sync: Automatically sync Contacts, Calendar/Tasks, and Emails on all your devices (phone, tablet, laptop) seamlessly through the cloud
SmartOffice Success Plan for Advisor Group Reps
The six most important things you should incorporate right away to ensure you lay a solid foundation upon which to grow your business with SmartOffice.Included is a list of Helpful Resources that you should keep handy and refer to frequently as you begin to use SmartOffice.
SmartOffice offers a host of benefits to advisors
Calendar Management
Drive your day with SmartOffice's extensive task and appointment management features. Record activity outcomes, create follow-ups and receive text or e-mail reminders.
Reporting
Use Dynamic Reports™ to mine your client data for marketing and upsell opportunities. Generate clear, attractive reports for your clients to help them understand their finances.
Policy and Investment Tracking
Track your client's bank accounts, investment accounts and insurance policies to develop a complete financial picture at both the individual and household levels.
Sales Lead and Opportunity Tracking
Create multi-stage opportunity processes to help you systematically identify, contact and follow up with prospects. Link opportunities with marketing campaigns to gauge the effectiveness of your marketing efforts.
Data Import
Import data from the system you currently use to track your clients with the help of our Data Import Wizard. In today’s business environment, the technology you choose can mean the difference between leading the field and trailing the pack. Let SmartOffice propel your business to the next level.