NAIFA, Copytalk Team Up to Offer Members Valuable Service
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Jim Edwards
Assistant Vice President, Communications
NAIFA
703-770-8112
FALLS CHURCH, Va. – October 12, 2005 – Soon after the meeting with his client ends, financial planner Rob Eddy Jr. recites every detail of his conversation over the phone. He drives to the next meeting and afterward makes a similar call. When he arrives at his office later that day the notes of both meetings are typed and waiting for him in his email.
Eddy, a trustee on the governing body of the National Association of Insurance and Financial Advisors (NAIFA), is like many NAIFA members taking advantage of a new service from Copytalk called Mobile Scribe.
NAIFA has partnered with Copytalk to offer this valuable member benefit, a mobile dictation service that allows insurance agents and financial advisors to document client meetings faster and easier than ever before.
“I've been using Copytalk for about a year and find it to be an excellent, affordable service,” says Eddy. “My notes are more detailed and complete since I dictate them immediately after each client meeting. And my staff no longer types my notes, so they are free to work on more productive activities and better support our clients. Copytalk makes a real difference in my business. I’m pleased to see NAIFA offer this service at a discount to its members.”
Copytalk’s Mobile Scribe service is available to NAIFA Members for $49.95 per month – a savings of $10.00 off the regular subscription price – with no long-term contracts. The standard Mobile Scribe package gives NAIFA members an unlimited number of four-minute dictations for less than the cost of a daily cup of coffee. After meeting with a client or prospect, simply pick up the phone, dial Copytalk and dictate the details of your meeting. Within a few hours, Copytalk transcribes your dictation and delivers the text to you and/or your assistant via email or a secure download.
“Mobile Scribe is the type of benefit that our members want and deserve – a convenient, cost-effective service that can improve their bottom line. It’s a perfect fit for our association,” says David F. Woods, NAIFA’s chief executive officer.
Mobile Scribe is compliance-friendly and offers NAIFA members the opportunity to focus on more productive tasks. “Ensuring the privacy and security of client data is a key concern in the insurance and financial services industry,” says Paul Morrison, vice president of sales and marketing for Copytalk. “Mobile Scribe is a valuable tool as it maintains client confidentiality while providing a fast and easy method for NAIFA members to document their meeting notes, next steps, ideas and opportunities. They spend less time on paperwork and more time servicing their clients and growing their practice.”
About NAIFA: Founded in 1890 as the National Association of Life Underwriters, the National Association of Insurance and Financial Advisors comprises 800 state and local associations representing the business interests of 225,000 members and their employees nationwide. Members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. NAIFA's website can be accessed at www.naifa.org.
About Copytalk, LLC: Copytalk, LLC is the leading provider of voice to data mobile business documentation, servicing thousands of customers in the financial services and other professions. Copytalk was founded in February 2001 and is headquartered in Sarasota, FL. More information is available at www.copytalk.com/scribe, or call 1-866-267-9825.