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Dr.
Ron Caskey
"People are my business. SmartOffice is a
gold-plated
system that helps me keep my face in front of every client
to save time & money."
Dr. Ron
Caskey PhD | Series 6, Series 63, and life &
health certified
Member: MDRT, National Ethics Bureau
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Challenges
- Find a
solution that could help identify:
- Who I should talk to today
- What I should say when I get there
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Proactively reach out to existing
clients to drive follow-on business
- Better
track sales opportunities and
activities to be sure nothing falls
through the cracks
- Access
personal, investment, policy, and
contact history for 2,000+ clients
when on the road
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Collaborate with staff from multiple
locations
- Ensure
data is fully secure and backed up
to meet SEC requirements
- Get a
reliable system with no hidden fees
Solutions
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SmartOffice Premier Edition
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SmartOpportunities
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SmartPolicies
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SmartLink for Microsoft Outlook
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Integration with CopyTalk dictation
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Dreamware retirement income analyzer
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E-Z Data one-on-one training
sessions
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E-Z Data conversion services
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Results
- Proactive system alerts
ensure nothing is missed — including quarterly
follow ups, birthdays, anniversaries, and annual
reviews
- System carries each
opportunity through 17 individual stages, alerting
producer of current status and next scheduled
activity
- Every piece of client
information is stored in one searchable location,
from documents to CopyTalk notes to contact and
policy information
- Shared database and
calendaring makes it easy to collaborate with staff
and be sure everyone has the information they need,
when they need it
- Hosted solution protects
data, keeps it off hard drive and PDA, and ensures
real-time backup with no
action by the user
- Able to view each client’s
data when traveling to their office, meeting in
their living room, or on the road—from any computer
with internet access
- Initially used only the
basics until invested in one-on-one training from
E-Z Data to significantly expand benefits
- Pay one flat fee for
SmartOffice, and it does exactly what‘s needed to
support the sales process and the business
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Dr. Ron Caskey PhD is familiar to
Colorado radio audiences and across the U.S. as ‘The
Money Dr.’ on his syndicated ‘Money Show’. He has 30+
years experience in asset management and income planning
for boomers and seniors, and offers a full range of
wealth building services and products. Ron and his team
tried ACT!, Goldmine, and Salesforce.com before making
the move to SmartOffice in 2006. |
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