other transactions like placing insurance and annuity orders, and pick
the brains of Anchor’s financial experts.
One planner, Joe Schopen of Norfolk, Virginia, already has used Anchor’s
E-Mail to save a $300,000 cable TV-related deal. Ten investors wanted a
tax break, available only if a Virginia agency approved their
partnership documents before the end of the year. At the last minute,
Schopen learned of additions that would be required; E-Mail gave him the
speedy delivery that he needed for the investors to sign the legal
papers in time.
“Without electronic mail,” he says, “we very likely would have lost
those sales.
“I’ve heard we’re getting a 10 percent increase in productivity because
of our faster turnaround and because our clients can electronically
learn when other people receive messages for them.”
Some other advantages of E-Mail are: