Track license and appointments, contracts, and production, and manage complex producer/agency hierarchies.
Track formal and informal cases, log notes and communications, and get automatic case status updates from carriers. Track time in each policy stage and automate advisor license and appointment checks.
Track proposals and other presale activities. Run quotes and illustrations directly from the client record using SmartOffice’s integrations with WinFlex and VitalSales Suite.
Track commissions at defined hierarchy levels and build commission projections to help with revenue forecasting. Identify and resolve unpaid commissions.
Create comprehensive reports showing production numbers for individual advisors, branch offices, or organizations.
Keep your staff focused and prevent important items from slipping through the cracks with extensive task and appointment features.
SmartOffice has extensive audit trail and data protection features that keep you on the right side of fiduciary and cybersecurity regulations and standards. We have close partnerships with FCI and OS33, two leading firms in the area of cybersecurity policy and compliance enforcement. To learn more, click here.
