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Services

Whether you are new to your territory or practice, gaining momentum or running full-stride, we have a service for you!

Admin/Operations Support

  • Everything you could want from an administrative support person available when you need one.
    • Book travel
    • Update calendar
    • Process and submit expense reports
    • Track expenses for budget
    • Create reports, PowerPoint Presentations, letters, spreadsheets, etc...
    • Update Outlook/Lotus Notes contacts
    • Let us know your needs and we will work to fulfill them
  • Database/Focus List Management and Updating
    • Merge new contact lists into current databases
    • Identify Top Producers
    • Eliminate duplicates
    • Update Zones with new contacts
    • Obtain and update important information regarding your clients to develop more personal relationships (birthdates, anniversaries, hobbies, etc...)