SmartOffice Agency Management
Superior Services for Brokerage General Agencies

Attracting the best producers and helping them sell product is vital to your agency's success. But if you're not using the right technology to help you recruit and retain top talent, you're probably working at a competitive disadvantage.

SmartOffice gives you the tools you need to build a stellar roster of advisors and keep them informed about products that will benefit their clients and prospects. Our suite of dynamic management, communication and reporting tools are built with insurance sales professionals in mind.  

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Boost Recruitment and Retention

Your producers are your revenue generators. SmartOffice helps you find the best talent and better manage those relationships.

  • Identify new sales opportunities for your existing advisors and deliver relevant product information and marketing materials.
  • Build automated, multi-step recruiting workflows that help you vet candidates quickly and thoroughly.

Measure Performance 

You can't know how well your producers are doing without hard data. SmartOffice gives you real-time insights into just how well your recruiting and marketing efforts are paying off for your business.

  • Generate comprehensive, consolidated reports showing producer sales and trends.
  • Set up custom dashboards that provide up-to-the-minute metrics on your operations.
  • Link proposals to actual production statistics. 
  • Analyze illustration-to-application ratios. 

Increase Your Staff's Productivity

SmartOffice helps you maximize the efficiency of your organization with a comprehensive range of tools and services.

  • Stay productive and keep in touch with your team while you're on the go. SmartOffice features robust support for smartphones and tablets.
  • Get your staff up and running quickly. The industry's most comprehensive integrations with Microsoft Word, Excel and Outlook let your staff use the applications they already know.
  • Enjoy contact/calendar sync and e-mail posting that works across all of your devices thanks to our Microsoft Exchange support.
  • Organize your team with automated tasks and follow-ups to make sure nothing slips through the cracks.

Explore all our Features

Multi-Custodian Aggregation

Transaction Scrubbing

Daily Rate-of-Return Calculation

Custom Reports

Automatic Fee Billing

Client Mobile Portal

Anomaly Monitoring

Held-Away Assets

Live Phone Support

Welcome Team Onboarding

Custom Project Support

Data Conversions

Cybersecurity Certification

Rebalancing Integration

Financial Planning Integration