Successful businesses recognize that time is their best asset.

We can assist you with all of your day-to-day business needs to include new account openings, all servicing paperwork, admin, communication with all involved entities, marketing.

We can identify & improve inefficient areas of your business. Getting you organized helps you grow & can free up your time to focus on what you do best.

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In our work we have discovered two major ways that consume your time when you should be in front of your clients.

Spending too much time on non-core administrative work

Cluttered and disorganized email inbox
Responding to routine client/ customer questions
On-going servicing and new account opening paperwork
Scheduling meetings
Reports and data entry

Spending time on time consuming and/or complex tasks you haven't had time to master

New business software
Website and analytics
Digital and social media management
New account paperwork
Visual and digital editing

We bring 30 plus years of extensive business experience and are specialized in many areas including the financial industry, marketing, and technical writing.

We can quite literally assist you with all your business needs because we are NOT your average administrative assistants.

Our team is already highly trained and ready to work with you and your broker dealer as well as any 3rd party company. We can take on any challenge and will find answers quickly for you. Our team will complete everything that is needed when it needs to be done. We cater our time with you to your everyday changing needs.

When you hire Increased Productivity, you are not getting “outside” help, we become a integral part of your team. Your success is our success.

Getting you organized helps you grow and can free up your time to focus on core activities, like strategic planning, engaging with your clients, and growing your book of business.

We are based right here in the United States. We are flexible to your schedule, paid only for hours worked, and able to work non-traditional hours as needed.

OUR SERVICES

MANAGING THE DAY - TO - DAY

Assistance with new client on-boarding.
Completion of & follow-through of new account applications including insurance apps.
Execution of all client servicing items, including the paperwork, company phone calls, & client contact.
Organization & management of RedTail CRM.
Set up cloud based file sharing
Scheduling & management of client appointments & your calendar

CUSTOM SERVICES

We will complete a needs analysis. Offer solutions. And, implement those solutions.

OTHER SERVICES INCLUDE MARKETING, COMMUNICATION, & MORE…

THE PROCESS

THE CONSULTATION

We will connect with you to learn about your business, the challenges you’re facing, your strengths, and the results you want. When you complete a consultation with us, we’ll do a needs analysis and create a strategic plan to get you the results you need to grow your business the way you want.
It's free and its all about you.
OUR RESOURCES & TOOLS

We have all the resources and tools required to meet your specific needs. From multiple CRM platforms, Microsoft Office Suite, to marketing tools. And, we are always happy to learn any new platform or product. We also have the skill set to take on your specific needs to help ensure the success of your business.
YOUR DECISION

After our needs analysis meeting, we will put together a 3-tiered strategic plan so you have complete control over what you want done and when.
You tell us when you are ready to go and we will help you successfully launch an administrative, sales, marketing, or customer service Virtual Assistant into your business.