Tech Industry

Keeping Pace With the Demands of Clients and New Products

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Executive Summary

Werner Tars has been providing small business owners and professionals with financial knowledge since 1988. He helps them make informed decisions to enable financial fitness during their working years and post retirement. He helps clients implement Lifestyle Nets, which incorporates a variety of insurance solutions that will protect their existing quality of life. As the owner of Lifestyle Nets, Tars wanted to engage a technology solution that could assist him in achieving his customer service goals and enhance business. Tars implemented Maximizer after which he witnessed continuing increases in sales while building long-lasting relationships with clients. Tars says he could run his business effectively with Maximizer because the solution allows companies to function smoothly. The solution also helps to increase sales, also because of the repeat business that came in from clients. The company has also been able to stay abreast with changes in the life and health insurance industry to provide improved and added products. This has been done by adding new User-Defined Fields (UDFs) whenever required. Tars needed to keep pace with new client demands and therefore had to evolve with time. He also needed to find a way to know his clients closely, acting as an intermediate between clients and their products. Therefore, he brought in Maximizer to move from a paper-based system to a technology solution. This made his business more efficient and productive. The business processes were streamlined more effectively.

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