In the previous LTC Prospecting class, we sent a long term care approach letter to clients identified as LTC prospects from a Dynamic Report. Now, let’s suppose some time has passed and we want to send the same letter to new prospects. In this class, learn how to send approach letters to prospects who have not already received one.
SmartOffice’s integration with Riskalyze makes it easier than ever to ensure that your clients’ investments are right for them.
The Paperclip Mojo integration for SmartOffice is an advanced, cloud-based handwriting recognition solution that combines the latest technologies to digitize handwritten forms with unparalleled speed, accuracy, and security.
Working with Docupace through SmartOffice allows a safe, secure single sign-on to both apps. Not to mention paperless, straight through processing, simplifying your onboarding workflow -- and -- the ability to send SmartOffice notes, letters, and documents to Docupace—keeping your office in compliance.
Carrier Pending Case Downloads for SmartOffice allow case managers to reduce and even eliminate redundant data entry by receiving automated pending case status downloads directly from the carrier home office.