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CPS
Insurance Services
"SmartOffice covers all the bases. For the
agency and
our
advisors, it saves time, speeds processes,
and
drives sales."
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Erin Lee
Vice President
New Business & Licensing
CPS Insurance Services |
Challenges
- Lacked
ability to efficiently share data
between departments
- Too many
hours spent managing and tracking
complex commissions
- Needed
detailed, customized reporting
capabilities
- No
repeatable workflow managing
New
Business
- Ability to
bring in new agents and effectively
‘wrap our arms around
each customer’
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Solutions
-
SmartOffice Premier Edition for
Brokerage General Agencies
-
SmartCommissions
-
SmartCaseManager for pending case
management
-
SmartPolicies for policy tracking
- SmartView
for Advisors
-
SmartRecruiting
- SmartLink
for iPipeline to accelerate pending
case processing
- SmartLink
for Paperclip to simplify pending
case processing
- Microsoft
Outlook integration for
tracking activities
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Results
- Cut order processing time
by more than 50% using e-ordering
- Reduced advisor calls by
as much as 20% by providing 24/7 access to case
status
- Built customized workflows
by child office
- Streamlined business
processes between Marketing and New Business
- Gained anytime, anywhere
visibility into current recruiting status
- Able to quickly and easily
analyze data to more effectively drive sales
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CPS Insurance Services, based in Irvine,
California, is dedicated to building and strengthening
meaningful relationships with financial professionals,
making it possible for them to plan for and secure their
clients’ futures. The firm made the switch from
Ebix CRMs Commerce Agency solution to SmartOffice in 2008.
For more information, visit
www.cpsgroupbenefits.com. |
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