Case Studies

 

 

A Partner for Independent Agents and Financial Professionals

Elite Marketing Group/Insurance Designers was founded in 1986 with the goal of providing independent agents and financial professionals access to the best products, service, and support. Their team includes Chartered Life Underwriters, Chartered Financial Consultants, and Certified Financial Planners.

As the industry has changed and evolved, Elite Marketing has made a commitment to offer the best from trusted carriers combined with in house expertise and cutting edge technology. Elite Marketing’s only goal is to help their clients’ businesses flourish.

A Complete Cloud-based IP PBX

When Elite Marketing began to evaluate new business phone systems, a “must have” requirement was a cloud-based solution able to deliver on all of the capabilities to support their business – now and in the future.

AltiGen’s MaxCS Private Cloud met all of the key functional and business requirements. The MaxCS multi-level auto attendant enables customer calls to be routed to the right people – right away. The PC phone client allows employees to see all caller information, prioritize calls, and even set automated personal call handling rules to improve customer service. And the mobility features enable customers to contact employees regardless of their location.    

“We were looking for a complete business communications solution to meet our immediate requirements and which could also scale to address our expanding needs as our business grows”, said Tom Archer, President of Elite Marketing. “MaxCS was the obvious choice.”                    

Real Time Communications is Critical

Having employees in multiple offices and working with as many as 5,000 insurance agents in a given year, communications is critical to the success of Elite Marketing’s business. While missed calls can lead to missed business, connected calls help build business relationships.

“The relationship between a BGA and an agent is much more important than simply being able to get business from an agent via a website,” according to Archer. “We realize that working one on one with agents is the best scenario for our business.”  

Lower Total Cost of Ownership

Part of Elite Marketing’s evaluation criteria for a new business communications solution was to minimize both their upfront capital expenditure and total cost of ownership. Elite Marketing wanted to avoid the “old model” of purchasing a business phone system, paying for annual maintenance contracts and further needing to pay for system upgrades every few years. Elite Marketing was also looking to reduce their monthly cost of telecommunications service.

In addition to a the appeal of AltiGen’s Max CS system, Elite Marketing need a solution provider who would be able to not only support the system but deliver added value. Selecting AVATAR TechVentures, an AltiGen partner since 2000, was an easy decision. “AVATAR’s experience with the AltiGen system was a key factor, but so was AVATAR’s dedication to continuing to consult with us and address new needs and ways to improve our client services,” said Archer.

AltiGen’s MaxCS Private Cloud allowed Elite Marketing to deploy an enterprise class IP PBX with minimal upfront expense. As a cloud solution fully managed 24×7, expensive service contracts and system upgrades are now a relic of the past.

Elite Marketing also chose to use AltiGen’s VoIP-based SIP trunks as an alternative to its long-time phone service provider. With AltiGen SIP trunksm Elite Marketing no longer has to pay a premium for long distance calls nor for calls between its offices.

The bottom line was that Elite Marketing was able to implement a new business communications solution to help drive their business forward while minimizing their total cost of ownership—and establish a partnership with AVATAR TechVentures, who will continue to provide ongoing consultant services and support.

 

Industry:

Insurance

Headquarters:

Houston, TX

# of Employees:

30+

Website:

www.elitemktg.net

“We were looking for a complete cloud-based business communications solution. MaxCS was the obvious choice.” 

  • Tom Archer,

President

Elite Marketing