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Corey Westphal President Brad Simek National Sales Director

Corey Westphal President Brad Simek National Sales Director. Client Meetings – how do you retain this important information?. How Much do I remember?. 60 minutes = 2/3 24 hours = 90%. Benefits of Mobile Dictation.

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Corey Westphal President Brad Simek National Sales Director

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  1. Corey Westphal President Brad Simek National Sales Director

  2. Client Meetings – how do you retain this important information?

  3. How Much do I remember? • 60 minutes = 2/3 • 24 hours = 90%

  4. Benefits of Mobile Dictation • Mobile dictation is an easy, cost effective way to quickly retain this important client meeting information. Easy • No equipment to buy • Implement TODAY Productive • Stay up to date on meeting notes • Keep detailed notes for compliance • Sales opportunity and relationship building • Communicate follow up effectively with your team

  5. How it works • Call Mobile Assistant • Speak the client name • Speak your notes, impressions, next steps • Your transcribed note is emailed back to you and up for four other email contacts

  6. Why is Mobile Assistant the best voice-to-text solution? • Professional Accuracy • No Time Limit Per Call • HIPAA Compliant Security • 8 Business Hour Turnaround Time • Templates • No extra charges for Toll Free access or contact specific note delivery • CRM Integrations (Advisors Assistant, Ebix CRM, Redtail)

  7. Mobile Assistant is approved and endorsed as a best practice at these organizations:

  8. Special Pricing • 25% discount off our retail rate • Individual Plan: $54.37 per month• Includes 1000 lines (equates to 12,000 words, or approximately 100 minutes) of dictation per month. • • 12 cents per line for ONLY the lines above 1000 for the month. • Group Plan: $54.37 per month per user• Includes a pool of lines the group shares each month based on the number of users. Each user adds 1000 lines of dictation per month to the pool which is shared by the group. • • 12 cents per line for ONLY the lines above 1000 for the month. • Sign up at www.MobileAssistant.us or call 888-373-1916 • Use coupon code “MA25” to receive the 25% discount • *Leave a card with us today to start a FREE TRIAL*

  9. security • HIPAA Compliant • Client Confidentiality Agreement • CyberRisk Insurance • WISP (Written Information Security Program) • Business Continuity and Disaster Recovery Program

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