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