Mormac Brokerage Agency using Elements SBM to manage its CRM needs

Nov. 5, 2008 - PRLog -- In August 2008, Anthony Morris, Vice President of Mormac Brokerage Agency (MBA) joined the Elements SBM beta. Morris and his company had been searching for a comprehensive CRM solution that was web-based and ran on Mac OS X for some time. MBA is an independent financial and retirement planning firm in the El Paso and Dallas, Texas areas. The company has been growing significantly, which is exciting but can also be challenging. "As our company began to grow, it became more difficult for management and executives to communicate with staff about projects and clients," noted Morris. Once Morris and MBA began using Elements SBM, "we quickly began to rely on the calendar and customer relationship management tools. It was clear that Elements SBM was what we had been look for all along," said Morris.

For 40 years, MBA has offered a variety of financial and retirement planning services to its clients. With the recent crashes of larger financial institutions that offered these services, MBA is seeing growth and anticipates significant growth in the coming year. The company works mostly with large institutions, including hospitals, universities and sports organizations, among others. With a staff of twenty, MBA stays busy offering Roadmaps to Retirement for its clients, using Elements SBM to manage its client information and sales processes.

During its time using Elements SBM, Morris and his staff at MBA have realized the number of outstanding benefits that Elements SBM offers. Not only it is a web-based solution designed for Mac OS X, but it offers a secure environment to manage its company's sensitive information. Morris was impressed that he was able to get started with Elements SBM with minimal start up or implementation costs. Beyond that, Elements SBM is helping MBA to become a paperless, more efficient office.

To read this case study, go to http://www.ntractive.com/site/casestudies/ .

About Mormac Brokerage Agency, Inc.

For over 40 years, Mormac Brokerage Agency (MBA ) has been an independent financial and retirement planning firm located in the El Paso and Dallas, Texas areas. The company works primarily with large institutions, including hospitals, universities and sports organizations, offering services that range from retirement programs and individual Roadmaps to Retirement and even disability, critical illness and health insurance. The company anticipates significant growth in the coming year considering today's market conditions and plans to use Elements SBM to stay organized along the way. For more information, contact mba@mormac.net.
About Ntractive, LLC

Ntractive is a software development company that has developed a new and unique method of application development that was referred to by a senior executive at Apple Inc. as the future of software development. Ntractive's new development environment/platform, the Hybrid Web Application, combines the best features of a desktop application with those of a web application, for unprecedented ease of use, expanded functionality, and power in an Internet-based application. Its first product, Elements SBM 1.0, is a software-as-a-service offering designed to automate, organize, and improve business processes for SME businesses. For more information, see: www.ntractive.com/site/company/.
© 2006-2008 Ntractive the Ntractive logo, Elements SBM, and the Elements SBM logo are trademarks of Ntractive, LLC. Other company and product names may be trademarks of their respective owners.

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Ntractive is a software development company that has, over the past four years, developed a new and unique method of application development that was referred to by a senior executive at Apple Inc. as “the future of software development.”