 |
Erin Lee
| Vice President, CPS Insurance
Services |
"SmartOffice covers all
the bases. For the agency and our
advisors, it saves time, speeds processes, and drives sales." |
 |
Alan Kaye
Insurance Agency
Alan Kaye
| Principal, Barry Kaye
Associates |
"The ability to access
all of our data and share it among ourselves
using
SmartOffice has been a godsend." |
 |
Ross Insurance
Brokers, Inc.
Stephen Ross, CSA
| President, Ross Insurance Brokers |
"Finally, a program that
works with my BGA business in mind. SmartOffice
has put me in control of my workflow so I can sleep
at night!" |
 |
J-MAR Associates
Insurance Services
Marc Jacoby
| President & Owner, J-Mar Associates
Insurance Services |
"SmartOffice gave us the
functionality we needed from a vendor
we knew we could trust." |
 |
BRAMCO
Christopher Soniat
| Director of Marketing |
|
|
"SmartOffice supports
multiple usage models, enabling us to use the
solution for our own needs in dealing with the
carriers, while giving our member agencies
proven marketing and contact management tools to
help them build better relationships with their
customers." |
|
