A Basic CRM is Not Enough for Insurance Agents.

Your practice needs more than a basic 'Insurance CRM' solution. SmartOffice is a cloud-based insurance agent CRM software solution which helps keep your clients happy, drive new sales, and ensure your practice stays compliant.

Features That Matter to Insurance Agents:

  • Individual & group policy tracking for life, disability, annuity, LTC, home, umbrella and more
  • Commission tracking to coordinate projections with payments
  • SmartOffice integration with Microsoft Office 365 adds CRM muscle to Outlook, Excel, and Word
  • Pending case management
  • Track all correspondence and maintain compliance
  • Top-rated cybersecurity to keep your client data safe
  • Technical Support—Monday through Friday—as well as customized training packages

Contact Us for a Demonstration

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SmartOffice Integrations

We offer over 100 integrations with your favorite sales,
financial planning, marketing, and insurance tools.
Here are jsut a few.
  • Advicent
  • Albridge
  • Asset Map
  • Broadridge
  • Charles Schwab
  • Constant Contact
  • DST
  • DTCC
  • Docupace
  • eMoney
  • eTrade
  • FCI
  • FMG Suite
  • FMeX
  • John Hancock
  • LPL Branchnet
  • Laser App
  • LifeSpeed
  • Lincoln Financial
  • Marketing Pro
  • Microsoft Office 365
  • Mobile Assistant
  • MoneyGuide Pro
  • MorningStar
  • MyRepChat
  • Nationwide
  • Orion Advisor Services
  • PaperClip
  • Pershing
  • Precise FP
  • Quik! Forms
  • RightCapital
  • Riskalyze
  • Securities America
  • TD Ameritrade
  • Transamerica
  • VitalSales Suite
  • Waelthscape
  • WinFlex
  • Zoom

The SmartOffice Commitment
to Your Data Security.

Your investment advisory practice needs more than a basic CRM solution. A single breach of your clients' sensitive data can entangle you in regulatory scrutiny, damage your professional reputation, and possibly bring the continued viability of your business into question. It's just not worth the risk.

How We Safeguard Your Data

  • Industry-standard internal security controls verified through an independent SOC 2 Type 2 audit
  • Advanced data visibility rules that let you fine-tune user access to sensitive information
  • Modern account and data protections including multi-factor authentication, encryption, backup, and disaster recovery

Contact Us for a Demonstration

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