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Canadian Agency Edition
for National Accounts, MGAs, AGAs, and PPGAs

This solution is designed to help life insurance agencies manage new business, service advisors and their clients, streamline operations, and provide value-added services to your producers.

Pending Case Management: Increase the productivity of your staff with carrier downloads and automated new business processing
Commission Tracking: Forecast commissions for you and your advisors and reconcile receipts automatically with data files received from your carriers.
Advisor Management: Track license and appointments, contracts, and production, and manage complex producer/agency hierarchies
Servicing: Build and maintain strong relationships by delivering proactive and timely advisor communications
Reporting: Use comprehensive and flexible online reporting tools to review, analyze, and manage all aspects of your business
Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business

SmartOffice Canadian Agency Edition delivers integrated management reporting, powerful case management, and complete marketing and advisor relationship management tools to help streamline and manage the complexities of your brokerage business. By linking your back office case managers with your producers, SmartOffice can help reduce case processing time, fully automate your agency, and ensure the highest level of advisor and client service.

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SmartOffice Canadian
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