|
|
 |
| Home >
Creative Marketing |
|
|
SMARTOFFICE |
PROFESSIONAL EDITION
for
Insurance Agents |
|
Creative Marketing affiliates can now
get E-Z
Data’s SmartOffice® Online, the industry’s most trusted
practice management
solution, at a significant discount
off the retail price.
Call 800-777-9188 today to
register for
a no-obligation webinar. |
|
Be sure to mention your
Creative Marketing affiliation to lock in your special
endorsement discount.
This solution is designed to address the very specific
needs of growing advisory firms.
|
 |
Annuity Tracking:
Manage all types of annuities,
including
fixed and indexed, as well as automated position
updates on
variable annuities |
|
|
Marketing & Sales:
Identify and act upon opportunities
with new and existing clients |
|
|
Customer Service:
Deliver consistent value to retain
happy clients and generate referrals |
|
|
Policy Tracking:
Manage all types of policies, including
share balances for variable life policies |
|
|
Investment Tracking:
Easily track and manage client assets
to help grow a profitable managed account business |
|
|
Reporting:
Provide your clients with
consolidated financial reports |
|
|
Compliance:
Maintain comprehensive client journals
that include e-mail communication, document history,
and all relevant attachments |
|
|
Business Organization:
Transform your entire business into
a manageable, shareable frameworks |
|
Get personal.
Stand out.
Take your practice to the next
level. |
|
|
|
|
|
|
|
|
|
|
"SmartOffice is a money making software package.
It will make your life easier, faster, and better by helping you
promote new business, service and maintain your existing clients,
and grow your practice."
Gary Schwartz
President,
Madison Planning Group, Inc.
White Plains, NY
|
|
