Home Office Management
Home Office Management has long overlooked the need for CRM. The Home Office requires a much more specialized approach than Branch CRM. The Home Office services a completely different customer, the “Producer”. Keeping these customers happy is a difficult task. Being able to respond to their needs before they voice them is what can set you a part from other national firms. Recruitment is also a major part of the Home Office function. Recruiting new Branches and Advisors can have a positive effect on your Firm’s bottom line. Being able to walk recruits through an automated process will enhance your ability to go after more large producers. We can help from the Initial Qualifying Meeting at their office to the Home Office Visit to the Transition Stage of their book of business. SyncSite has developed critical processes on how to best automate your recruitment interactions.
Key Industry Benefits from CRM:
- Branch Costing Analysis
- Compliance Note Tracking
- Branch & Advisor Recruitment
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- Branch Production Rollup
- New Product Marketing
- Customer Service Tracking
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ADDITIONAL INFORMATION
For more information, please contact our sales department at (866) 456-7962 or email at sales@SyncSite.net.
