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CRM Solutions for Insurance and Financial Services
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Get all the advantages of SmartOffice
up to 50% off the list price through
the special NFP endorsement

How would your business change if SmartOffice helped you to:
Do business from anywhere, anytime via the web or your PDA
Build stronger, more profitable client relationships
Improve client retention and safeguard your book of business
Download and manage your clients’ investments and policies to keep them on track
Streamline your workflow using integrations with:

- Albridge Web Services
- eMoney
- Financial Profiles
- MoneyGuidePro
- DST, Streetscape, etc.
- Morningstar
- Commission Tracking
- MS Outlook
- LaserApp
- NFP Forms
- Quik! Forms
- UConnect
- Portamedic, ExamOne, etc.
- Core Insurance Carriers
- LTCI Partners

SmartOffice provides NFP reps with these valuable benefits:
Higher guaranteed response time
Greater storage capacity
Increased file upload limits
NFP custom integrations
Life insurance data downloads
Database portability – you control access to, and ownership of your data

Screenshots (click to view):
Contact Details
Contact Details
Investment Tracking
Investment Tracking
Policy Tracking
Policy Tracking
Sample Dashboard - Cross Marketing
Sample Dashboard
Cross Marketing
Sample Dashboard - Marketing Segmentation
Sample Dashboard
Marketing Segmentation
PDF Sample Report
Sample Report
Learn about special
NFP pricing

on these SmartOffice packages just for NFP:
- NFP Base package
- NFP Case Designer package
- NFP Investments package
- NFP Group Benefits package

For more information:

Chris Solorzano,
  Account Representative:
  626-585-3505 x7332

NFP Technology Firm Services:
  800-880-0080 ext.6484
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