Brady Financial Recommends PowerAssist

Since day one in the business one of our priorities has been to have an effective client management system. We have tried numerous ways of accomplishing this goal over the years and it wasn’t until our introduction to PowerAssist that we were able to implement a cost effective client management system.

In our initial stages we tried to do our own client management system through Excel, Access, Outlook etc. and although it allowed us to capture client data, that is all it did.

Next we did a ton of research out in the marketplace to see what was available that was tailored for the employee benefits business. We found a few alternatives however they were not geared to the employee benefits business.

Since there was nothing available we hired a company to build us from scratch a client management system using MS Access. We spent over 1 full year invested in the development of this system which included many man hours on our part plus the development costs. Although we used this system for capturing basic client data, again it didn’t do what we needed it to do. The system was a “pig” and was not user friendly for our people. Again…..a lot of dollars down the drain in the development of this system.

I was referred to David Stevenson at PowerAssist Technologies and he has very effectively and efficiently introduced a successful client management system that does everything we need it to at little effort. His firm takes effective off the shelf products and customizes it for our business like nothing we have ever seen!

Their APS - Employee Benefits Module is the only system I have seen that has been tailored for the financial services business who’s practices specialize in employee benefits that can offer the MGA and our their reps such tremendous functionality at an affordable price.

PowerAssist Returned Results

We now use one system for corporate and personal customers and it accomplishes all of our objectives.

We can communicate with our customers effectively and easily.
We can email or send out any correspondence easily.
It captures all key customer data that is crucial for the management of our business.
All customer contact is recorded so that whoever corresponds or communicates with a customer (whether sales or service) it is recorded and everyone is aware.
Last but not least - it provides us with key financial reporting to help us manage the business and results. We can get open case activity reports, sales reports, revenue reports (standard or flat!) by person/for the office etc. to name a few.

David has impressed me by delivering on his promises, and PowerAssist has impressed our entire team with their professional conduct and effective support.

We, the entire Brady Team highly recommend that you contact PowerAssist if you have any client management needs and especially if you want to better manage your Employee Benefits business.

Regards,

Kevin Brady, President

Brady Financial Group

Bernie Knowles, Manager Operations

http://www.bradyfinancialgroup.com

info@bradyfinancialgroup.com

Brady Financial Group operates as an Independent Benefits consulting firm and has access to over 20 suppliers. Brady Financial Group currently reviews and advises over 300 companies on their employee benefit related matters. Our growth for the most part can be attributed to the service and professional advice that we have rendered in helping our clients solve their benefit problems. We pride ourselves on the level of personal service and unique strategies that we offer our local clients.