Mobile Assistant Integration With EBIX CRM "SmartOffice"

Top Quote Mobile Assistant and EBIX have partnered to release the SmartLink Mobile Assistant/SmartOffice Integration, enabling professionals an efficient way to enter client meeting notes into SmartOffice. End Quote
  • (1888PressRelease) September 25, 2010 - Verona, Wis. - Financial advisors spend valuable time documenting client meeting notes and entering this information into SmartOffice. Mobile Assistant increases productivity and profits by enabling subscribers to call from any telephone and dictate client meeting notes, which are then transcribed by professional transcriptionists and securely emailed back and posted to SmartOffice the same business day.

    Free up valuable time with streamlined note-taking:
    During a typical day, busy professionals often have little time to take notes on the many important conversations that transpire. After a typical client meeting, two thirds of our short-term memory is lost after just one hour, and ninety percent is lost after 24 hours. Yet the effectiveness of your business depends on communicating with your clients and keeping track of their wishes and concerns. Having a record of all your important conversations can go a long way toward maintaining the level of communication necessary to maintain strong client relationships.

    Key features of the Mobile Assistant include:
    • Professional U.S. based transcriptionists
    • Unlimited dictation length
    • 24/7 availability
    • Same-day turnaround time
    • Searchable online database access

    Note-taking made easy:
    The SmartLink Mobile Assistant/SmartOffice Integration is the note-taking solution for professionals on the go, and it's as easy as making a simple phone call. After a meeting, simply call Mobile Assistant from your mobile phone and speak your observations, impressions and plans. A professional transcriptionist handles the rest, typing your message verbatim and sending it to you by e-mail the same business day. A copy is also automatically posted to the contact's SmartPad in SmartOffice. The result: No more guesswork about which stage you were in with a sale. No more struggling to recall crucial details from a conversation you had a week ago. Mobile Assistant takes security and confidentiality seriously. It complies with both HIPAA and Gramm-Leach-Bliley and carries cyber risk insurance to further protect you and your clients.

    • After each appointment, taking 3-5 minutes to speak your notes, impressions and next steps will result in detailed documentation that can be easily filed with your client information
    • Streamline the note-taking process
    • Document all of your business conversations more accurately
    • Reduce your note-taking responsibilities to a simple phone call
    • Ensure compliance with online activity tracking
    • Automatically identify clients who need portfolio rebalancing
    • By including your assistant or partner in your automatic report delivery, next step instructions are communicated without additional follow-up by you

    A current subscriber of Mobile Assistant recently articulated the benefits of the service: "In tough economic conditions we need to re-examine the way we do business and the way we use our time and find ways to become more efficient," said Kevin McKeough, Product Manager at Motors Werner Electric Supply Co. "We need to use the tools that are available to add to our bottom line. Today 'more efficient' is being interpreted as 'maximizing the time I have to add or make more profit.' The MA is a great tool that will help me add and make more profit."

    About Mobile Assistant
    Mobile Assistant is a division of U.S. Transcription, Inc., a U.S.-based medical transcription company founded in 1998 by Chuck Westphal and Corey Westphal which was named one of the 5000 fastest growing private companies in 2007 by Inc. magazine. Mobile Assistant allows U.S. Transcription to offer time saving mobile dictation services to any professional industry with a need for a note-taking solution to accommodate client meeting documentation, compliance reporting, expense reporting and email communication.

    Mobile Assistant is offered as a monthly or annual subscription. For a free, no-obligation trial, visit

    For more information:
    Brad Simek, National Sales Director
    bsimek ( @ ) ustranscription dot com

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