LEADER’S VIEWPOINT
“Making the move to SmartOffice enabled
us to take the best of what we do and make it
better. I can’t imagine an agency functioning,
let alone competing, without it.”
Annette Hammortree
Owner of Hammortree Financial Services
The Challenge
We’re a small agency, but our demands for accurate, timely data are big.
Before we switched to SmartOffice, the amount of duplication in our
process taxed our time and our ability to track client activity. It was time
and effort that could have been better spent pursuing new prospects, or
following up with our top clients.
We needed a move to a CRM that was comprehensive of our needs, yet
allowed us to tailor the platform to our capability as we grew.
The Solution
Like learning any other vital program, we had to discipline ourselves
to learn and train on the SmartOffice system. Making the move to
SmartOffice enabled us to take the best of what we do and make it better.
I can’t imagine an agency functioning, let alone competing, without it.
What we like best about SmartOffice:
If you already have SmartOffice Classic,
you’re good to go. For more information,
call us at 877-693-1084.
•
SmartOffice Anywhere’s mobility – The web-based functionality
makes it easy to stay on top of everything using phones, tablets
and laptops.
•
Running reports – Advanced filtering options are mission
critical to defining the segments of prospects you want to reach.
•
Tracking prospects – The ability to track client milestones and life
events and be automatically reminded to follow up is indispensable.
•
Integrations – The Living Balance Sheet®, Laser App and Outlook®
integrations make SmartOffice a one-stop system.
•
Real-time data – Having up-to-date data all in one place eliminates
the need for multiple people to track down the same information.
®
The Guardian Life Insurance Company of America® (Guardian), New York, NY.
For Agent/Broker Use Only. Not For Use With The General Public.
Pub7269 (10/15)
2015-13260 (Exp. 10/17)